GARETH JAMES CROY


Licensee: YOUR FINANCIAL ADVISOR PTY. LTD.

GARETH JAMES CROY (Adviser# 000400619) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 2, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name GARETH JAMES CROY
Adviser Number 000400619
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000481565
YOUR FINANCIAL ADVISOR PTY. LTD.
Licence Controlled By YOUR FUTURE STRATEGY PTY. LTD.
Adviser Start Date 2016-02-02
Appointing Representative Name YOUR FINANCIAL ADVISOR PTY. LTD.
Appointing Representative Number 000481565
Memberships Association of Financial Advisers (AFA)
Australian Institute of Company Directors
Mortgage and Finance Association (MFAA)
Turnaround Management Association

Authorisations to provide financial product advice

  • GARETH JAMES CROY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Auckland
Bachelor of Property University of Auckland
Diploma of Financial Services (Finance & Mortgage Broking) AAMC Training
Diploma of Financial Services (Financial Planning) Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000481565 YOUR FINANCIAL ADVISOR PTY. LTD.
Licence controlled by: YOUR FUTURE STRATEGY PTY. LTD.
2016-02-02 - YOUR FINANCIAL ADVISOR PTY. LTD.
000233180 BALLAST FINANCIAL MANAGEMENT PTY LTD 2014-06-24 - 2016-02-01 YOUR WEALTH ADVISOR PTY LTD
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2011-02-22 - 2014-06-23 GARETH JAMES CROY

Licensee Information

Licence Name YOUR FINANCIAL ADVISOR PTY. LTD.
Licence Number 000481565

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.