Cassandra Troy
Financial Adviser
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About
Cassandra Troy is an ASIC-registered financial adviser dedicated to helping individuals and families in Birkdale, QLD, achieve their financial goals. With a strong educational foundation including a Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Planning, and a Master of Financial Planning, Cassandra provides expert advice tailored to your unique needs. As a member of the Financial Advice Association of Australia (FAAA), Cassandra adheres to the highest ethical and professional standards. Her authorisations allow her to provide comprehensive advice across a range of financial products, ensuring holistic solutions for her clients. She is qualified to advise on superannuation, insurance, wealth management, and retirement planning, as well as investments in life insurance, risk insurance, securities, and government debt securities. Cassandra offers a suite of services designed to simplify and optimise your financial future: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Cassandra today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Cassandra Troy offer?
Cassandra Troy specialises in superannuation advice, insurance, wealth management, and retirement planning. She can also provide guidance on investments, including life insurance, risk insurance, securities, and government debt securities.
What are Cassandra Troy's qualifications and professional memberships?
Cassandra holds a Diploma of Financial Services (Financial Planning), Advanced Diploma of Financial Planning, and a Master of Financial Planning. She is also a member of the Financial Advice Association of Australia (FAAA).
How does Cassandra Troy approach financial planning?
Cassandra provides tailored advice based on your individual financial situation and goals. She takes the time to understand your needs and develops a comprehensive plan to help you achieve your financial aspirations.
What should I expect during my first meeting with Cassandra Troy?
During your initial consultation, Cassandra will discuss your financial goals, current situation, and risk tolerance. This will help her understand your needs and develop a personalised financial plan.
How can Cassandra Troy help me with my retirement planning?
Cassandra can assist you in developing a retirement plan that considers your lifestyle goals, income needs, and investment strategies. She can also provide advice on superannuation and other retirement savings options.
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