The Financial Planning Association of Australia The Financial Planning Association of Australia

Troy Theobald, CFP®

Name Troy Theobald, CFP®
Company Robina Financial Solutions
Address Level 10 The Rocket
203 Robina Town Centre Drive
Robina, QLD 4226
Phone 07 55757689
Email [email protected]

Troy is a director of The Australian Advice Network. This licence was awarded best new licence by the IFA in 2016.
Troy is the head of the Investment committee. The Licence was formed by like minded practices that wanted a client first approach that is actively looking to bring down the product related costs for their clients. The Licence does not receive any payments from any Investment managers and savings generated are directed back to the clients accounts.
Troy is a Director and founder of Robina Financial Solutions. This multi award winning business has 3 main areas.
1 Wealth Accumulation
2 Pre/Post Retirement
3 Aged Care advice
Troy is a pre/post retirement specialist and works extensively on portfolio construction and cashflow methods to help retirees both enjoy the income from their capital and also provide the peace of mind that they will not outlive this.
Robina has been awarded as a finalist for Practice of the year in the National AFA Association awards in both 2014 & 2015. Troy has been a 2 time National winner for adviser of the year in their previous national group that he was licenced through and is the only adviser to ever achieve this. He was a finalist for a National award with the IFA in 2016 as well.
Troy worked as an Accountant prior to 1997 and has been a full time adviser since this time. He works with a number of Accounting and Legal firm to offer client a full service offering.

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