Troyden Ratcliffe

Troyden Ratcliffe

Level 3, 190 Edward Street, Brisbane QLD 4000
+61 7 3188 5290
Patman Planning Group
    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 Alignments

    Salaried

    Education

    Bachelor Degree

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




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