Financial Adviser · MONA VALE, NSW

Troy Patrick Mcgrath

MONA VALE, NSW

30 Years experience

Tax advice
authorised

ASIC Registered · ADV 000250913

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Troy Patrick Mcgrath is a financial adviser based in Mona Vale, New South Wales, with 30 years of experience in the financial services industry since 1996. Troy is currently authorised under Akumin Financial Planning. Troy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Troy's qualifications include a Graduate Diploma of Financial Planning from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2014

8 unit Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2025

Graduate Diploma of Financial Planning

Deakin University

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register