Paul Trosti

TaylorTrosti

Gold
13 Yrs Experience
Sydney, NSW 2000

Recent reviews

TaylorTrosti

Suite 402, Level 4, 80 Elizabeth St
Sydney, NSW 2000

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 5
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Godfrey Pembroke Group Pty Ltd

AFSL 245451

4.80
5 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"We've been working with Paul for around 5 years and have developed a very good relationship over that time. Paul and his team have provided a great sounding board and excellent advice over the years and we have complete confidence in their knowledge and overall service."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul's grounded approach and professional engagement style has me truly confident that he knows what's important to me and will work with me to achieve my goals. He delivers clear and considered advice and is supported by an excellent team that make it easy to put things into action. I would confidently recommend Paul to any of my friends or family."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have had Paul alongside us for years now. He adds value every single year and can be counted on 100%. He really knows his stuff and completely gets working with small and medium businesses. Paul is passionate about success and outcomes and thinks outside the box. Further, he treats his clients just as we like to treat ours - with honesty, expertise, professionalism and good old fashioned quality service."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"When we first consulted Paul, we developed a plan, all of which proceeded as planned to our satisfaction. Paul has listened to us, understood what we wanted to achieve and has worked closely with us to bring that about all within a friendly but still very professional environment."

  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have found Paul and his team very helpful in their advice, it has helped me to manage my finances and have a healthy outcome in my retirement years. I would recommend them to others."

  • Government Assistance
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2008

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2004

Professional Memberships

Australian Institute of Company Directors (AICD)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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