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Troy Raymond Gudgeon

Name
Troy Raymond Gudgeon
ID
418111
ABN
First Provided Advice
2011
Restrictions
Excludes Self-Managed Superannuation Funds

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • Advanced Diploma Financial Planning FNS60415 - Mentor Education
  • Diploma Financial Services (Financial Planning) - Mentor Education
  • Margin Lending & Geared Investments - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Association of Financial Advisers (AFA)

Licencee

Status
Current
Licence Holder
Expert Wealth Pty ltd (#538287)
Commenced
July 4, 2022

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Consultum Financial Advisers Pty Ltd (#230323)
Commenced
June 1, 2021
Ceased
June 29, 2021
Status
Ceased
Licence Holder
Bridges Financial Services Pty Limited (#240837)
Commenced
Nov. 30, 2015
Ceased
July 27, 2018
Status
Ceased
Licence Holder
Apogee Financial Planning Limited (#230689)
Commenced
Oct. 26, 2020
Ceased
May 31, 2021
Status
Ceased
Licence Holder
Macquarie Equities Limited (#237504)
Commenced
May 18, 2015
Ceased
Aug. 18, 2015
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Sept. 30, 2015
Ceased
Oct. 2, 2015
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
April 20, 2011
Ceased
May 7, 2015
Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
July 1, 2021
Ceased
June 29, 2022