Financial Adviser · SURFERS PARADISE, QLD

Gareth James Croy

SURFERS PARADISE, QLD

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000400619

Currently at

Your Financial Advisor

Surfers Paradise, QLD (firm address)

View firm profile

About Gareth James Croy

Gareth James Croy is a financial adviser based in Surfers Paradise, Queensland, with 15 years of experience in the financial services industry since 2011. Gareth is currently authorised under Your Financial Advisor. Gareth holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gareth's qualifications include a Master of Financial Planning from Griffith University. Gareth is a member of Australian Institute of Company Directors, CPA Australia (CPA), Financial Advice Association of Australia (FAAA), Mortgage and Finance Association (MFAA) and Turnaround Management Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Commerce

University of Auckland

2002

Bachelor of Property

University of Auckland

2010

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2019

Advanced Diploma of Financial Services (Financial Planning)

AAMC Training

2022

Master of Financial Planning

Griffith University

Registration History

Your Financial Advisor Pty. Ltd.

Feb 2016 - Present Current

BALLAST FINANCIAL MANAGEMENT PTY LTD

Jun 2014 - Feb 2016 Ceased

Professional Investment Services Pty Ltd

Feb 2011 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register