Financial Planner Profile

Name: Troy Armstrong

Qualifications: Deakin University
Bachelor of Commerce (Financial Planning)

Certifications:

  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • Margin Lending & Geared Investments
  • Self Managed Superannuation Funds

Troy A qualified Financial Planner has provided personalised holistic advice to clients on behalf of a number of private wealth management firms across the country.

His main areas of specialisation are centered around strategy requirements of superannuation and retirement, in addition to advice on complex investment structures including Self-Managed Superannuation Funds, Trusts, and Companies.

Troy is a relationship-driven advisor who regards his honesty, loyalty and technical knowledge as among his greatest attributes. He believes these qualities help him deliver an unwavering service to his clients and their families, and has helped him form a number of long-term, trust-based relationships with his clients.

It was the comprehensive and objective nature of the wealth management offering combined with the dedicated ‘client first’ culture that attracted Troy to Escala Partners.

“My first and lasting impression of Escala Partners is of a place that has deep care and understanding of their client’s needs and goals.”

In conjunction with his Financial Planning qualifications and experience, Troy holds further specialist qualifications in Self-Managed Superannuation Funds, Margin Lending and Geared Investments.

Troy is a member of the Financial Planning Association and an Associate Member of the SMSF Association.

Financial Planning Services:

  • Private Client Wealth Management
  • Multi-generational Wealth Strategies
  • Portfolio Administration
  • Institutional Execution

  

  • Margin Lending
  • Tax Reporting
  • Foundations and Charities Wealth Management
  • Custody