NANCY CROLL
Financial Adviser · Upper Mount Gravatt, QLD
📚 Qualifications & Training
2000 - Certified Financial Planner Status (CFP) - Professional Designations - Financial Planning Association (FPA)
2000 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
2005 - Graduate Diploma in Advanced Taxation - Graduate Diploma (AQF 8) - University of New South Wales
2006 - SMSF Specialist Advisor - Other - SPAA
2024 - Margin Lending Specialist - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.