Troy Shannon Davey
Financial Adviser in Como, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002812
- Location
- Como WA 6152
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 9 August 2022
- First provided advice
- 1997
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (FPA) (2003)
- Memberships
- Financial Advice Association of Australia (FAAA) - Certified Financial Planner
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Troy Shannon Davey
Troy Shannon Davey is a financial adviser in Como, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001002812.
The licensee Troy advises under is Fortnum Private Wealth Ltd (AFS licence 357306). The current authorisation started on 9 August 2022.
According to the register, Troy first provided financial advice in 1997. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association (FPA), 2003). Professional memberships recorded: Financial Advice Association of Australia (FAAA) – Certified Financial Planner.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not SMSF.”
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Questions people ask
Is Troy Shannon Davey a registered financial adviser?
Yes. Troy Shannon Davey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002812.
Which licensee does Troy Shannon Davey work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Troy Shannon Davey give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not SMSF."