Lisa Maree Croy – Financial Adviser

Adviser identifying number: 402955
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: YOUR FINANCIAL ADVISOR PTY. LTD.
Licence number: 481565
Licensee’s ABN:
Licence controlled by: YOUR FUTURE STRATEGY PTY. LTD.

The date the Financial Adviser commenced the appointment: 02/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: YOUR FINANCIAL ADVISOR PTY. LTD.
Authorised Representative identifying number: 481565
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advice in Self Managed Superannuation Funds – AAMC
• Certificate IV in Credit Management – AAMC
• Diploma of Financial Planning – AAMC
• Diploma of Mortgage Broking – AAMC

Relevant memberships of professional bodies or industry associations:

Lisa Maree Croy is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation