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Cassandra Troy

Director / Co-Founder

Robins Financial Planning is dedicated to helping clients with advice, solutions and services that are designed to protect and create wealth over the longer term.

About

Director / Co-Founder and Senior Financial Adviser of Robins Financial Planning

Cass is a Director and co-founder of Robins Financial Planning Pty Ltd and has worked extensively within the financial services industry since 1991.

Cass is passionate about her work and through her knowledge, experience and understanding she is able to help clients achieve their personal and financial aspirations with professional and ethical advice.

Her approach is different because she takes the time to genuinely understand your goals and ambitions for the future and responds with solutions and strategies that are tailor-made for you and your unique circumstances.

Cass is committed to the highest financial and ethical standards in the provision of advice and through continued education she remains informed of relevant issues and changes while keeping her industry knowledge up-to-date.

Cassandra Troy
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QUALIFICATIONS:

Cert.IV FMB
ADFS(FP)
GradDipFinPlan
MFinPlan

SKILLS & EXPERIENCE:

Superannuation and Retirement Planning
Self-Managed Super Funds
Wealth Protection (Insurance)
Investing and Wealth Creation
Aged Care Planning
Estate Planning

Contact Adviser

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Featured Testimonial

“We would like to express our sincere thanks to Cassandra Troy – Director of Robins Financial Planning Birkdale & Cleveland.

Cassandra’s passion, knowledge, expertise attention to detail with which she handled our financial affairs cannot be faulted. Her dedication and interest with regards to all our financial issues and achieving the best results for us was so positive and removed a huge burden off our shoulders.

What really impressed us is Cassandra took the time to get a feeling for where we were at financially, with her depth of knowledge, lateral thinking and common-sense approach.

Her continual advice on financial planning issues has saved us significant amounts of money. We have achieved the best financial outcomes through Cassandra. Her Professional, ethical and caring demeanour elicited our trust and respect and we highly recommend her services.”

John and Sandi

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