Troy Young in

Troy Young

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Financial Adviser at Harbour Wealth Management
📍 Coffs Harbour, New South Wales, Australia

Troy Young is a Financial Adviser at Harbour Wealth Management, specializing in helping people plan for retirement. He holds a Master of Financial Planning and was a finalist for the 2022 RI Advice and Consultum Rising Star Award. He is also a certified NSW Justice Of The Peace.

He won a 2023 National Subject Award for Business Planning and Practice Management.

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Current Role
Financial Adviser
Location
Coffs Harbour, New South Wales, Australia
Personality Overview

How Troy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Troy cares about

Retirement Planning
His professional headline and focus are centered on helping clients achieve a comfortable retirement through financial planning.
Investment Compounding
He actively shares content on social media that demonstrates the power of compounding investment returns for long-term wealth creation.
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Career

Work history

8-2022
Financial Adviser
Harbour Wealth Management
2-2022 - 7-2022
Provisional Financial Adviser
Harbour Wealth Management
6-2021 - 1-2022
Professional Year Candidate and Senior Paraplanner
Harbour Wealth Management
9-2017 - 5-2021
Paraplanner
Bridges Financial Services
9-2015 - 9-2017
Financial Planning Administrator
Bridges Financial Services
In the press

Media appearances

Troy Young - Harbour Wealth Management. Featured in Harbour Wealth Management (official website)
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Education
1-2022 - 11-2023
Master of Financial Planning
Kaplan Professional
8-2022 - 9-2022
Accredited Listed Product Adviser (ALPA) Program
Kaplan Professional
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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