Troy Gudgeon
Wealth Designers Advisory Pty Ltd
Gold
14 Yrs Experience
Barangaroo, NSW 2000
e
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchFree 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
- Number of reviews 12
- First year providing advice 2011
- Years of experience 14
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Wealth Designers Advisory Pty Ltd
Tower One Barangaroo International Towers Level 35, 100 Barangaroo AveBarangaroo, NSW 2000
Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Wealth Designers Advisory Pty Ltd
AFSL 562647