Troy Theobald

RFS Advice

Gold
25 Yrs Experience
Bundall, QLD 4217

Robina Financial Solutions has been a finalist for the AFA Practice of the year in both 2014 & 2015. Robina Financial Solutions have been award national Practice of the year in 2014 with a National advice group. Troy has been the only 2 times winner of Adviser of the year within the national advice group that the firm was previously licenced through. Robina has moved to the Australian Advice Network as this Licence was created to embrace the best interest duties and clearly remove the conflict between advice & products.

  • 2016 IFA Excelence Awards Finalist
  • 2015, 2014 AFA Grand Finalist 'AFA Practice of the Year'
  • 2015, 2014 Most Trusted Adviser Certification
  • 2015 Most Trusted & Recommended Adviser QLD & NT 
  • 2013, 2012 Professional Investment Services 'National Adviser of the Year'

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We offer clients the choice between a fixed agreed fee and an asset based fee based on their situation and outcomes.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

RFS Advice

Ground Level, 9 Ouyan St
Bundall, QLD 4217

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Australian Advice Network Pty Ltd

AFSL 472901