Master of Commerce (Financial Planning) – University of Western Sydney
CERTIFIED FINANCIAL PLANNER™ (CFP) - Financial Planning Association of Australia (FPA)
Foundation Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
Graduate Diploma (Marketing) – Monash University
Affilate Diploma (Life Insurance) – The Australian Insurance Institute (AII)
I have worked in the Financial Planning industry since 1992 – the same year compulsory Superannuation began in Australia. Prior to joining this practice, I held a number of technical, marketing and management positions in AMP, Mercantile Mutual and Tower.
In joining the team at Adviser fp in 2002 and shortly after becoming a financial planner, I discovered that personal financial planning that encompassed both financial and lifestyle goals was a lot more rewarding than merely focusing on the numbers alone. Helping people to work towards and achieve their dreams, goals and aspirations is an integral component to the ongoing success of our business.
With regards my industry qualifications, I am proud to have completed a Masters degree at Western Sydney University (prev UWS) majoring in financial planning and have also attained the highest industry designation in studying for and completing the FPA’s Certified Financial Planner program.
The thing that gives me the greatest joy however are my three school-aged children and together with my wife, a primary school teacher in the Hills district, we find we spend much of our time in our local community with the kid’s sports teams and other activities.
As a principal partner and director of Adviser fp, our office is conveniently located in the Parramatta CBD, yet provides financial planning advice and services to a broad range of clients spanning the Eastern seaboard.
Latest FSG: Troy McPhee – FSG V12 01Nov18 & FPP V9 17 Apr 19