Troy Derwin

CFA®, M.App.Fin
Senior Private Wealth Adviser & Branch Manager

Background

Troy Derwin is a Senior Private Wealth Adviser and Branch Manager of Ord Minnett Sunshine Coast. He has worked in financial markets for more than 30 years and has been helping private clients for more than a decade.

Troy’s clients are wealthy families and their associated entities, who value Troy’s ability to be able to distil what can be complex strategies into sophisticated yet understandable advice.

Troy takes the time to get to know his clients personally, such that he develops a deep understanding of their goals and also their concerns. With this knowledge, he is able to deliver relevant, innovative and professional advice, while supporting and servicing his clients.

Troy has a thorough understanding of most asset classes having worked extensively across Australian and international equities, listed property, futures and fixed interest.

Troy’s primary focus is to provide expert investment and strategic advice to high net worth individuals and families, their companies, trusts and superannuation funds.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Chartered Financial Analyst (CFA), CFA Institute
  • Graduate Diploma of Financial Planning, Kaplan Professional
  • Masters of Applied Finance, Macquarie University
  • Bachelor of Commerce, University of Sydney

Certifications

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Retirement planning
  • Superannuation & SMSF

Office

Sunshine Coast
Burnett House 1/99 Burnett St Buderim QLD 4556
(07) 5430 4444
sunshinecoast@ords.com.au

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