Troy Mcphee
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Troy Mcphee is an ASIC-registered financial adviser based in Parramatta, NSW, dedicated to helping clients achieve their financial goals through personalized advice and comprehensive financial planning. With a career spanning over two decades, Troy possesses a wealth of knowledge and experience, underpinned by impressive qualifications including an Affiliate Diploma Life Insurance from the Australian Insurance Institute (1995), a Foundation Diploma Financial Planning from Deakin University/Financial Planning Association (2002), a Master of Commerce (Financial Planning) from the University of Western Sydney (2005), and certification as a Certified Financial Planner from the Financial Planning Association of Australia (2007). Further studies in Self Managed Superannuation Funds and Margin Lending and Geared Investments with Kaplan enhance his expertise. As a member of the Financial Advice Association of Australia (FAAA), Troy adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create tailored strategies to suit each client's unique circumstances and aspirations. Troy's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Troy Mcphee today to schedule a consultation and discover how he can help you achieve your financial dreams.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Troy Mcphee offer?
Troy Mcphee provides advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Troy Mcphee have?
Troy holds an Affiliate Diploma Life Insurance, a Foundation Diploma Financial Planning, a Master of Commerce (Financial Planning) and is a Certified Financial Planner. He also has qualifications in Self Managed Superannuation Funds and Margin Lending and Geared Investments.
How does Troy Mcphee approach financial planning?
Troy takes a personalized approach to financial planning, tailoring strategies to each client's unique circumstances and goals. He focuses on building long-term relationships based on trust and understanding.
What can I expect during my first consultation with Troy?
During your initial consultation, Troy will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a plan for how he can help you achieve your objectives.
Is Troy Mcphee a member of any professional associations?
Yes, Troy is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest standards of professionalism and ethics in the financial advice industry.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.