Financial Adviser
· BRISBANE CITY, QLD
Heather Denise Croy
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001262018
Heather Denise Croy is a financial adviser based in Brisbane City, Queensland, with 8 years of experience in the financial services industry. Heather is currently authorised under Visis Pty Ltd. Heather holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Professional. Heather is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
University of Canterbury (New Zealand)
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Master of Financial Planning
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register