Gareth James Croy
Financial Adviser in Surfers Paradise, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000400619
- Location
- Surfers Paradise QLD 4217
- Licensee
- Your Financial Advisor Pty. Ltd. (AFSL 481565)
- Authorised since
- 2 February 2016
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, University of Auckland (2002); Bachelor of Property, University of Auckland (2002); Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), AAMC Training (2019); Master of Financial Planning, Griffith University (2022)
- Memberships
- Australian Institute of Company Directors; CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Mortgage and Finance Association (MFAA); Turnaround Management Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Gareth James Croy
On the Financial Advisers Register kept by ASIC, Gareth James Croy appears as a current financial adviser in Surfers Paradise, Queensland, adviser number 000400619.
The licensee Gareth advises under is Your Financial Advisor Pty. Ltd. (AFS licence 481565). That authorisation dates from 2 February 2016.
According to the register, Gareth first provided financial advice in 2011. Qualifications and training on file include Bachelor of Commerce (University of Auckland, 2002), Bachelor of Property (University of Auckland, 2002) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010). Gareth is recorded as a member of Australian Institute of Company Directors, CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Gareth James Croy a registered financial adviser?
Yes. Gareth James Croy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000400619.
Which licensee does Gareth James Croy work under?
Your Financial Advisor Pty. Ltd., Australian financial services licence 481565.
What can Gareth James Croy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.