Financial Adviser
· MELBOURNE, VIC
Nancy Croll
No disciplinary history on record with ASIC
MELBOURNE,
VIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003627
Nancy Croll is a financial adviser based in Melbourne, Victoria, with 31 years of experience in the financial services industry since 1995. Nancy is currently authorised under Asvw Financial Services. Nancy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nancy's qualifications include a Certified Financial Planner Status (CFP) from Financial Planning Association (FPA). Nancy 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Certified Financial Planner Status (CFP)
Financial Planning Association (FPA)
2000
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2005
Graduate Diploma in Advanced Taxation
University of New South Wales
2006
SMSF Specialist Advisor
SPAA
2024
Margin Lending Specialist
Kaplan Professional