Troy Theobald, CFP®

Name Troy Theobald CFP®
Company RFS Advice
Address Ground Floor 9 Ouyan Street
Surfers Paradise, QLD 4217
Phone 07 55757689

Barron Top 50 Adviser listed 2022, 2021, 2020, 2018,2017. IFA Investment Adviser of the Year 2019, 2017-2023 IFA Power 50 most influential Fianacial advisers in the country. Troy has been in the profession since 1997 and a CFP since 2000.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. (Now called RFS Advice )This Nationally multi award winning business has 3 main areas.1 Wealth Accumulation2 Pre/Post Retirement3 Aged Care adviceTroy 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 their money. 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, 2017, 2019. 2019 IFA Investment Adviser of the Year. 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 firms to offer client a full service offering. He has a regular Radio show on 4CRB retirement Living Your way.

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