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Troy Wilkinson

Q Advice

Silver
17 Yrs Experience
Bundaberg West, QLD 4670

Servicing our clients from North Queensland to Victoria and beyond, QAdvice is focused on your needs and not on a 'one size fits all approach.' We help people meet their goals no matter how aspirational it can seem, all over Australia.

You will find Troy to be easily approachable with a high level of communications skills allowing him to develop high quality financial outcomes tailored to your specific needs. He uses his extensive knowledge to come up with the right plan for your needs. Through a QAdvice meeting, we cover every aspect of the financial planning spectrum inclusive of but not exhaustive of the following areas:

  • Pre-retirement planning and post-retirement solutions
  • Wealth creation
  • Bespoke portfolio construction and management inclusive of direct equities, LIC, ETF, futures and managed investments.
  • Self Managed Super Fund advice
  • Aged Care solutions
  • All Centrelink matters including maximization and direct assistance without you needing to physically visit a Centrelink office
  • Direct property advice
  • Industry superannuation and pension portfolio construction
  • Both transactional and ongoing management is offered, tailored to your specific needs.

Troy is heavily active in the financial planning universe meeting with like-minded business leaders to help stay cutting edge in our ever-changing world. I regularly attend industry meetings to gauge the latest trends and glean information to help our clients by seeing 'the whites in their eyes' rather than via a phone call or a marketing briefing. This does not take me away from the enjoyment of helping raise my 3 beautiful children with my wife and Practice Manager Jodie in our idealist seaside location of Bargara. I volunteer as a First Aid Officer for our local Rugby League competition as well as being an active School Council member of St Lukes Anglican School where I chair the Finance Committee. Most people see this is a continuation of my father passion for education where he served Bundaberg State High School as their Principal for 20 years before moving onto other community roles in Bundaberg and Bargara. We are entrenched here in our local community of 4670.

For a true 'Value for Money' advice process that will provide you and your family with the best possible outcome, come and meet with Troy Wilkinson today.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Tax Strategies
  • Growing Assets
My fees
Get in touch

We charge you for our first appointment a fee of $330 which is always offset by the savings you will make. We discuss our fees at our first appointment so it is clear and is "Value for Money" in its approach.

At a glance

  • Adviser status Silver
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Q Advice

7 Bingera St
Bundaberg West, QLD 4670

Opening hours

  • 8:30am – 4:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Advice Evolution

AFSL 342880