Cassandra Troy – Financial Adviser

Adviser identifying number: 303873
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 30/05/2008
The date the Financial Adviser ceased the appointment: 08/02/2017
Name of the Authorised Representative: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 000234951
Authorised Representative’s ABN: 11074608558

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma of Financial Planning – Kaplan Professional
  • Certificate IV in Financial Services (Finance/Mortgage Broking) – AAMC Training Group
  • Diploma of Financial Services (Financial Planning) – FINSIA
  • Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Cassandra Troy is authorised to provide advices on following products: