Troy Mcgrath
Financial Adviser
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About
Troy Mcgrath is an ASIC-registered financial adviser dedicated to helping individuals and families in Mona Vale, NSW, and beyond achieve their financial goals. With a strong foundation built on an 8-unit Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2014, and further enhanced by a Graduate Diploma of Financial Planning from Deakin University expected in 2025, Troy is well-equipped to provide comprehensive and tailored financial advice. Troy is authorized to provide advice on a wide range of financial products, ensuring that clients receive well-rounded guidance to suit their unique circumstances. His expertise covers superannuation, insurance, wealth management, and retirement planning, allowing him to create holistic strategies for long-term financial security. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice (including Life Insurance, Risk Insurance, Securities and Derivatives) • Advice on Retirement Savings Accounts and Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or needing to protect your family's future, Troy can help. Contact Troy today to arrange a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Troy Mcgrath offer?
Troy Mcgrath provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. He can help you create a tailored strategy to achieve your financial goals.
What are Troy Mcgrath's qualifications?
Troy Mcgrath holds an 8-unit Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2014, and is expected to graduate with a Graduate Diploma of Financial Planning from Deakin University in 2025.
How can Troy Mcgrath help me with retirement planning?
Troy can help you develop a comprehensive retirement plan that takes into account your current financial situation, desired lifestyle, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What should I expect during my first meeting with Troy Mcgrath?
During your initial consultation, Troy will take the time to understand your financial goals, current situation, and risk tolerance. He will then explain how he can help you achieve your objectives and outline the next steps in the advice process.
Does Troy Mcgrath provide insurance advice?
Yes, Troy provides advice on a range of insurance products, including Life Insurance and Life Risk Insurance, to help protect you and your family from unforeseen events.
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