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Cass Troy

Robins Financial Planning

Gold
18 Yrs Experience
Birkdale, QLD 4159

In today’s complex financial world, Robins Financial Planning, is dedicated to helping clients with advice, solutions and services that are designed to protect and create wealth over the longer term.

Cassandra Troy and her team are dedicated to providing quality financial planning experience. So wherever you are along life’s journey Robins Financial Planning can help. Our approach is different because we take the time to genuinely understand your goals and ambitions for the future and respond with solutions and strategies that are tailor-made for you.

Cass is a Director and co-founder of Robins Financial Planning Pty Ltd and has worked extensively within the financial services industry since 1991.

Cass is passionate about her work and through her knowledge, experience and understanding she is able to help clients achieve their personal and financial aspirations with professional and ethical advice.

Cass is committed to the highest financial and ethical standards in the provision of advice and through continued education she remains informed of relevant issues and changes while keeping her industry knowledge up-to-date.

Qualifications:

Master of Financial Planning

Graduate Diploma of Financial Planning

Advanced Diploma of Financial Planning

Diploma of Financial Services (Financial Planning)

Self-Managed Superannuation Funds Certification

Margin Lending & Geared Investments Certification

Commissioner for Declarations (Qld)

Cert IV in Fin Serv (Finance/Mortgage Broking)

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Robins Financial Planning

Unit 15, Level 1, Birkdale Place, 120-124 Birkdale Road
Birkdale, QLD 4159

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135