Troy Theobald

TROY THEOBALD B.BUS, CFP, DIP FP

Prior to establishing Robina Financial Solutions (RFS) in 2004, Troy was employed for ten years as an Accountant and Financial Planner with a Tweed financial planning and accounting practice. With the guidance of a senior adviser (who remains a firm friend) he cut his teeth on building client investment portfolios and defensive asset allocation strategies before moving into asset structuring and protection.

CWL Accountants – a BRW top 100 Accounting firm, then provided him the opportunity to build something of his own within their firm and RFS was born.

The business has gone from strength to strength largely due to a simple philosophy of providing the services that clients want and need and then delivering on our service promises.

Troy has won a number of awards going back to 2006 however he was very proud to accept Professional Investment Services ‘National Financial Adviser of the Year’ in 2012 and in a unprecedented result, again in 2013. There are over 650 advisers in the network around Australia and this is a reflection of the quality of the business he has helped build and his commitment to the clients of RFS.

“Some of the keys to our success in meeting our clients expectations is in breaking the advice process into its component parts and trying to look at it through a clients eyes. Complexity, jargon and risk are not what our clients want. They want to know we listen to them, understand their values and concerns and build a plan that can feasibly achieve the lifestyle they desire. If issues come up, they want us to solve them, they want to spend their spare time with family and friends, not sitting on a phone with a geographically challenged call centre. Finally they want to know what is happening and how they are progressing to meeting their milestones. Yes, we need the technical skills, the systems, the processes and the team that can deliver but it all starts with understanding what each client wants.”

In addition to his qualifications above Troy has completed the Self Managed Superannuation Fund Specialist Pathway Program and is an accredited Finance Broker

Troy is a Sub Authorised Representative (#245254) of Robina Financial Solutions, Corporate Authorised Representative (#402849) of Australian Advice Network Pty Ltd.