Troy Carlon
Financial Adviser
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About
Troy Carlon is an ASIC-registered financial adviser based in Leederville, WA, dedicated to helping clients achieve their financial goals. With a Bachelor of Commerce from the University of Western Australia (2003) and advanced financial planning qualifications from AMP Learning & Development Services (Diploma in 2003, Advanced Diploma in 2005), Troy brings a wealth of knowledge and experience to his clients. He further enhanced his expertise with specialist training, including the SMSF Borrowings Specialist Adviser Education Program from Financial Review Professional Education (2011) and Margin Lending and Geared Investments certification from Kaplan Professional (2012). Troy is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Troy today for a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Troy Carlon offer?
Troy Carlon specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He also provides guidance on investment strategies, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Troy Carlon have?
Troy Carlon holds a Bachelor of Commerce from the University of Western Australia, a Diploma and Advanced Diploma of Financial Services (Financial Planning) from AMP Learning & Development Services, SMSF Borrowings Specialist Adviser Education Program certification from Financial Review Professional Education, and Margin Lending and Geared Investments certification from Kaplan Professional.
What is the process of working with Troy Carlon?
The process typically begins with an initial consultation to understand your financial goals and current situation. Troy will then develop a personalised financial plan tailored to your needs and objectives. Regular reviews and adjustments are made to ensure the plan remains aligned with your evolving circumstances.
How can Troy Carlon help me with my retirement planning?
Troy can assess your current financial situation, project your future retirement needs, and develop a comprehensive retirement plan that includes strategies for superannuation, investments, and income streams to help you achieve a comfortable retirement.
What can I expect from a consultation with Troy Carlon?
During a consultation with Troy, you can expect a thorough assessment of your financial situation, a clear explanation of available options, and a collaborative approach to developing a financial plan that meets your specific needs and goals. Troy prioritises clear communication and building long-term relationships with his clients.
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