Troy Gudgeon profile photo
4.88
12 Reviews

Troy Gudgeon

Expert Wealth Pty Ltd

Gold
13 Yrs Experience
Surry Hills, NSW 2010

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Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Free Initial Consultation Personal Advice starting from $1650 Ongoing Advice starting from $1200 I charge asset based fees ranging from 0.55% to 1.01% Initial appointment is no charge and is at our cost. This will include some General Advice. Initial advice cost: • Simple $1,650 • Typical $2,750 • Complex $5,500 Ongoing adviser service fee: • < $500,000 - 1.01% pa • $500,000 to $1,000,000 - 0.85% pa • $1,000,000 - 0.65% The initial financial plan and ongoing service fees can generally be paid out of your investments/superannuation.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.88
  • Number of reviews 12
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expert Wealth Pty Ltd

Suite 336, 410 Elizabeth St
Surry Hills, NSW 2010

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Expert Wealth Pty Ltd

AFSL 538287