Troyden Ratcliffe
Financial Adviser in Newstead, Queensland, Australia
Review Troyden Ratcliffe
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001269205
- Location
- Newstead QLD 4006
- Licensee
- Cobalt Advisers Pty Ltd (AFSL 512550)
- Authorised since
- 11 April 2023
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce, University of the Sunshine Coast (2015); Graduate Certificate in Financial Planning, Griffith University (2017); Master of Financial Planning, Griffith University (2018); Accredited Listed Product Adviser Program (ALPA), Kaplan Professional (2019); Margin Lending Accreditation, FirstTech (2019); SMSF Accreditation, FirstTech (2019); FPC002B, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Troyden Ratcliffe
On the Financial Advisers Register kept by ASIC, Troyden Ratcliffe appears as a current financial adviser in Newstead, Queensland, adviser number 001269205.
Advice is given under the Australian financial services licence of Cobalt Advisers Pty Ltd, licence number 512550. The current authorisation started on 11 April 2023.
The register records 2018 as the year Troyden first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of the Sunshine Coast, 2015), Graduate Certificate in Financial Planning (Griffith University, 2017) and Master of Financial Planning (Griffith University, 2018). Troyden is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment 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.
Reviews
Nobody has reviewed Troyden Ratcliffe here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Troyden Ratcliffe a registered financial adviser?
Yes. Troyden Ratcliffe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269205.
Which licensee does Troyden Ratcliffe work under?
Cobalt Advisers Pty Ltd, Australian financial services licence 512550.
What can Troyden Ratcliffe give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.