Troy has been a member of the team at Cornerstone Wealth for 9 years in a paraplanning and technical role. He combines his strong attention to detail and organisational management to prepare written advice and manage workflow.
Troy is Cornerstone Wealth’s technical specialist. He supports our Financial Advisers by conducting financial modelling and analysis, preparing Statement of Advice documents (“financial plans”) and other financial planning documents.
You miss 100% of the shots you don't take - Wayne Gretzky