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Denise Croy profile image

Denise Croy

Private Client Adviser at VISIS Private Wealth
Intro Book
Experienced finance professional with expertise in banking, accounting, and risk management.
  • Claim this Profile
Location
Brisbane, Queensland, Australia, AU
Skills
  • Banking
  • Retail Banking
  • Accounting
  • Collections
  • Credit
  • Show all
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Bio

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Denise Croy is a seasoned finance professional with extensive experience in banking, accounting, and risk management. She has held various roles in private wealth, retail banking, and financial services, including Private Client Adviser and Associate Financial Adviser at VISIS Private Wealth, and Advice Associate at Commonwealth Bank. Denise holds a Bachelor of Commerce degree and certifications from the Financial Adviser Standards and Ethics Authority and the Financial Planning Association of Australia.

Credentials

  • FASEA Exam
    Financial Adviser Standards and Ethics Authority
    Sep, 2020
    - Apr, 2026
  • Financial Planning Association of Australia Member
    Financial Planning Association of Australia
    Apr, 2018
    - Apr, 2026

Experience

  • VISIS Private Wealth
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Private Client Adviser
      • Jul 2022 - Present

    • Associate Financial Adviser
      • May 2021 - Jul 2022

  • Commonwealth Bank
    • Brisbane, Australia
    • Advice Associate
      • Jan 2018 - May 2021
      • Brisbane, Australia

      • Assist with the provision of Financial Advice to CBA clients, including Investment, Superannuation, Life Insurance and Retirement advice. • Work closely with the field financial planners and our referral partners to provide quality advice and ensure a high level customer experience during the advice process. • Assist with client interactions, research and implementation of advice.

  • ANZ
    • Australia
    • Banking
    • 700 & Above Employee
    • Branch Manager
      • Jul 2016 - Jan 2018

    • Assistant Branch Manager
      • Aug 2010 - Jul 2016

      Deliver customer focused service to retail banking and financial customers by identifying and selling to their individual needs.

  • Commercial Hockey Club Inc.
    • Brisbane, Australia
    • Marketing Officer
      • Nov 2014 - Oct 2017
      • Brisbane, Australia

      A voluntary role at my hockey club. Jobs include networking, gaining sponsorship and fundraising.

  • Notting Hill Housing Group
    • London, United Kingdom
    • Credit Controller
      • Jan 2009 - Jun 2010
      • London, United Kingdom

      Responsible for designated ledger of 1,200 clients. Required excellent communication skills to liase with designated partners and customers to collect monies due on all financial ledgers including rent and service charges.

  • Barclays
    • London, United Kingdom
    • Personal Banking Officer
      • Jun 2006 - Jan 2009
      • London, United Kingdom

      Deliver exceptional service to customers through selling to their individual needs and effective handling of complaints

  • ANZ
    • Christchurch, New Zealand
    • Personal Financial Consultant
      • Feb 2003 - Feb 2006
      • Christchurch, New Zealand

      Registered to sell financial products including insurances, personal lending and home lending in New Zealand

  • Neil Stevenson and Co Limited
    • Christchurch, New Zealand
    • Accountant
      • Feb 2000 - Feb 2003
      • Christchurch, New Zealand

      Small accountancy firm with a team of eight accountants reporting to a single manger specialising in farming and small business accountancy.

Education

  • 2020 - 2021
    Kaplan Professional
    Graduate Diploma of Financial Planning, Financial Planning and Services
  • 2015 - 2016
    Kaplan Professional
    Advanced Diploma of Financial Planning, Financial Planning and Services
  • 2014 - 2015
    Kaplan Professional
    Diploma of Financial Planning, Financial Planning and Services
  • 1997 - 1999
    University of Canterbury
    Bachelor of Commerce (B.Com.), Accounting and Marketing

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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