Troy Theobald

RFS Advice

27 Yrs Experience
Bundall, QLD 4217

RFS advice is a nationally awarded Financial Planning Business based on the Gold Coast. We help clients all over Australian and the world now via technology.

RFS have 3 core strengths. Pre Retirees & Small business clients, Retirees and Aged Care advice.

Troy has a monthly Radio show on 4CB "Retirement Living Your way" with an audience of over 82,000 listeners.

RFS Advice has been a finalist for the AFA Practice of the year in both 2014 & 2015. RFS Advice 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. RFS Advice 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.

RFS Advice has been around in one form or another since 1997.

Some Awards

  • Power 50 Top 50 most influential advisers in Australia 2022, 21, 20, 19, 18, 17
  • Barrons Top Adviser list in the Australian 2021, 20, 18
  • 2019 Independent Investment Adviser of the year award IFA Excellence Awards
  • 2016,17,19,20,21 IFA Excellence 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'


  • 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 a fee for service offering based on clients 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 27
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

RFS Advice

Ground Level, 9 Ouyan St
Bundall, QLD 4217

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Australian Advice Network Pty Ltd

AFSL 472901