Troy Chapman profile photo

Troy Chapman

Country Wide Wealth Pty Ltd

Bronze
15 Yrs Experience
Ettalong Beach, NSW 2257

Hi, I'm Troy. Country Wide Wealth’s CEO and our principal financial adviser.

I've been a financial planner since 2010 and have worked in financial services since 2000. Originally working as a finance broker whilst studying and then beginning my career as a business banker for one of the big four working throughout Sydney and The Central Coast.

A key component of my financial advice is to assist my clients to achieve their financial goals whilst working alongside other professionals such as Accountants, Mortgage Brokers and Solicitors to provide well-rounded comprehensive advice. I have a straightforward approach and not afraid to ask the difficult questions to help clients make the best decisions for their financial future.

I can support you with:

Financial Planning

Retirement Planning

Superannuation

Tax minimisation

Personal insurance and wealth protection

Investment planning and advice

Debt reduction

I'm an active member of the financial advice community, a member of the Financial Advice Association of Australia, hold a Fellow Chartered Financial Practitioner delegation as well as an Advanced Diploma in Financial Planning and a Bachelor’s degree in Agricultural Economics.

I'm as local as it gets. Born and raised here on the Central Coast, I understands local families and their financial goals. I attended both Umina Primary and High School and has been a golfing member of Everglades since 1992. My family are actively involved in the local soccer scene with our youngest son playing for Umina United – who we now proudly sponsor, and our oldest playing for Lambton Jaffas.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2010
  • Years of experience 15
  • Highest qualification
    • Bachelor of Agricultural Economics
  • Language spoken
    • English

Country Wide Wealth Pty Ltd

Unit 2, 237-245 Ocean View Rd
Ettalong Beach, NSW 2257

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Charter Financial Planning

AFSL 234665