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

5.00
7 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Troy has given me advice and assistance in Superannuation and retirement pension for many years. He has always been able to explain things clearly and is always available to answer any questions that I may have. I have confidence that his knowledge and experience has given me the means to retire free of concern about my income. He also has wonderful staff who are also readily available if needed."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Troy is very helpful and takes the time to understand what it is that we want to achieve. Would happily recommend to another potential client."

  • Government Assistance
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Troy and his team are great to work with, both pro-active and responsive."

  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Troy, and his whole team for that matter are extremely professional in their approach. Troy is a great communicator and has taken the time to understand what is really important to me. He ensures that I in turn understand my financial affairs thoroughly. I now have have peace of mind and trust that he is helping me to achieve my goals. I recommend people to Troy's business frequently."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Troy has managed our super for over 13 years and helped us with centrelink and market conditions. We have referred a number of friends and they all have had a positive experience."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since receiving advice from Troy, I now have my affairs in order I have peace of mind and know that he is helping me to achieve my goals. I recommend family and friends to see him regularly."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

SMSF Specialist Pathway Program

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2007

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
1997

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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