Troy Gudgeon

Expert Wealth Pty Ltd

Gold
11 Yrs Experience
Surry Hills, NSW 2010
e

My fees

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

Free Initial Consultation Personal Advice starting from $1650 Ongoing Advice starting from $1200 I charge asset based fees ranging from 0.55% to 1.01% Initial appointment is no charge and is at our cost. This will include some General Advice. Initial advice cost: • Simple $1,650 • Typical $2,750 • Complex $5,500 Ongoing adviser service fee: • < $500,000 - 1.01% pa • $500,000 to $1,000,000 - 0.85% pa • $1,000,000 - 0.65% The initial financial plan and ongoing service fees can generally be paid out of your investments/superannuation.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 12
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expert Wealth Pty Ltd

Suite 336, 410 Elizabeth St
Surry Hills, NSW 2010

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Gps Wealth Ltd

AFSL 254544

4.85
12 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 12

Sort by

4.25

"Troy is informed, accomodating and patient. All that one needs to explain and manage something as important as super."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Troy is pleasant to deal with and acknowledgeable about the business he is and imparts confidence."

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

"troy was able to communicate complex financial information in a way that made it easy for me to understand. He also understood my priority for ethical investments at a level of risk that I am very comfortable with."

  • Superannuation
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We fell very confident with Troy's advise and are happy with his management of our funds. We have already recommended his company to our friends and family."

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

"Happy with the service provided so far"

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

"Troy was great in explaining everything in a way I could understand. He was very patient with me considering this is the first time I have ever sought help in managing my monies. He is very approachable and I feel confident in asking him questions knowing he’ll give me the right advice. He’s transparent and quite knowledgeable in his line of work and have recommended him to a few of my friends."

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

"I have been associated with Troy for several months, since he was referred to me to assist in the management of my chaotic financial affairs. He undertook the challenge with a confident and measured approach. At first he was keen to establish a positive, relaxed and congenial relationship with me, which I found encouraging and reassuring. Troy has made a good impression on me. He exhibits a very good understanding of matters of finance. He is able, and gives full attention to important details. In a quiet way he guides towards sensible outcomes. I Would happy recommend Troy's services at Bridges."

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

"We are very fortunate to have Troy Gudgeon as our financial adviser. We had no idea how to manage our finances until we met Troy. He is very informative and is able to explain things in a manner which we are able to understand clearly. Troy has demonstrated great knowledge and expertise which are valuable to us and we do feel very confident. We frequently receive updates about our investment and Troy is always available and when busy, always returns our call. Our conversation is not about finances only but Troy takes interest in our family too. I certainly would recommend Troy Gudgeon of Miranda Bridges Financial Services to our family members and friends. Yours sincerely, Mr Aisake and Mrs Akanisi Konrote."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Troy made me feel comfortable and explained my options clearly and simply, he had a detailed and thorough approach to planning, worked with my preferences and style whilst presenting pros and cons. He connects well with people and brings his years of experience to the table to back up his friendly demeanour. He saved me money and put a strategy in place I am happy and confident with. I can feel comfortable my family and I will benefit. Thanks!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very professional and took the time to make sure I understood the products and services"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2010

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Associate
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