Troyden Ratcliffe

Financial Adviser

Brisbane, QLD

Contact


Patman Planning Group Pty Ltd
3/190 Edward St,
Brisbane City QLD 4000,
Australia

  www.patmanplanning.com.au


Member of Association of Financial Advisers Logo

Background


  Summary

My career in financial planning started when I wanted to help people in a meaningful way. I began studying accounting at the university of the Sunshine Coast but it didn’t feel personal enough for me, one of the lecturers insisted that I study financial planning and that’s were the love for this profession began. Once I completed my Bachelor of Commerce (majoring in Accounting & Financial Planning) I was eager to learn more so I started working in a financial planning practice and then completed my Masters of Financial Planning. I joined Your Vision Financial Solutions in July 2018 where I began to provide holistic advice to the practices clients and have truly seen the value that it brings


  Focus Areas
Estate Planning Income Protection Life Insurance Retirement Planning Superannuation Wealth Management

Bio Alignment
Salaried

  Education

Bachelor Degree

BCom(Acc & FinPlan), GCert FinPlan, MFinPlan & JP (Qual.)