Troy is a qualified Financial Planner and has provided personalised holistic advice to clients since the mid-2000s. His main areas of specialisation are investment and strategy advice for complex investment structures including self-managed superannuation funds, trusts and companies.
Troy is relationship driven and is a firm believer in having a combination of honesty, loyalty and technical knowledge at the foundation of every client relationship. These qualities have helped him deliver an unwavering service to his clients and their families over more than a decade of working as an adviser.
Prior to joining Koda Capital in late 2019, Troy was an Investment Advisor at Escala Partners.
In conjunction with his Financial Planning qualifications and experience, Troy holds a Bachelor of Commerce (Financial Planning) and is a SMSF Specialist Advisor™ and a registered Tax (Financial) Adviser.
Troy is a member of the Financial Planning Association, a specialist member of the SMSF Association and is FASEA compliant.