Private Client Adviser
Current
Jul 2022 - Present
AeroLeads people directory · profile
Denise Croy Email & Phone Number
Private Client Adviser
at
VISIS Private Wealth
1 work email found
@visis.com.au
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Client Adviser
Location
Brisbane, Queensland, Australia
Company size
Who is Denise Croy? Overview
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Quick answer
Denise Croy is listed as Private Client Adviser at VISIS Private Wealth, a company with 29 employees, based in Brisbane, Queensland, Australia. AeroLeads shows a work email signal at visis.com.au and a matched LinkedIn profile for Denise Croy.
Denise Croy previously worked as Associate Financial Adviser at Visis Private Wealth and Advice Associate at Commonwealth Bank. Denise Croy holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Professional.
Company email context
Email format at VISIS Private Wealth
This section adds company-level context without repeating Denise Croy's masked contact details.
{first_initial}{last}@visis.com.au
89% confidence
AeroLeads found 1 current-domain work email signal for Denise Croy. Compare company email patterns before reaching out.
Profile bio
About Denise Croy
An enthusiastic, innovative, reliable and honest finance professional with extensive knowledge and demonstrated experience gained from working in retail banking, accountancy firms, housing associations and financial planning. Strengths include attention to detail, highly organised, intermediate computer skills, adaptability, highly developed numerical skills and an excellent team player.
Listed skills include Banking, Retail Banking, Accounting, Collections, and 14 others.
Current workplace
Denise Croy's current company
Company context helps verify the profile and gives searchers a useful next step.
Visis Private Wealth
10 roles
Denise Croy work experience
A career timeline built from the work history available for this profile.
Associate Financial Adviser
May 2021 - Jul 2022
Advice Associate
- 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.
Jan 2018 - May 2021
Branch Manager
Jul 2016 - Jan 2018
Assistant Branch Manager
Deliver customer focused service to retail banking and financial customers by identifying and selling to their individual needs.
Aug 2010 - Jul 2016
Marketing Officer
A voluntary role at my hockey club. Jobs include networking, gaining sponsorship and fundraising.
Nov 2014 - Oct 2017
Credit Controller
Notting Hill Housing Group
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.
Jan 2009 - Jun 2010
Personal Banking Officer
Deliver exceptional service to customers through selling to their individual needs and effective handling of complaints
Jun 2006 - Jan 2009
Personal Financial Consultant
Registered to sell financial products including insurances, personal lending and home lending in New Zealand
Feb 2003 - Feb 2006
Accountant
Neil Stevenson And Co Limited
Small accountancy firm with a team of eight accountants reporting to a single manger specialising in farming and small business accountancy.
Feb 2000 - Feb 2003
Team & coworkers
Colleagues at VISIS Private Wealth
Other employees you can reach at visis.com.au. View company contacts for 29 employees →
CJ
Chris Jimenez
Colleague at Visis Private WealthQueensland, Australia, Australia
View →
AB
Ashleigh B.
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
AC
Adam Callinan
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
KK
Kusuma Keerthy
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
GD
Grant Dougan
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
BS
Bimal Sharma
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
PT
Paul Travis
Colleague at Visis Private WealthSpringfield Lakes, Queensland, Australia, Australia
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RM
Reed Margaret
Colleague at Visis Private WealthBrisbane, Queensland, Australia, Australia
View →
OS
Oscar Smith
Colleague at Visis Private WealthHamilton, Queensland, Australia, Australia
View →
SG
Scott Gynther
Colleague at Visis Private WealthBrisbane, Queensland, Australia, Australia
View →
Chris Jimenez
Colleague at Visis Private WealthQueensland, Australia, Australia
View →
AB
Ashleigh B.
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
AC
Adam Callinan
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
KK
Kusuma Keerthy
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
GD
Grant Dougan
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
BS
Bimal Sharma
Colleague at Visis Private WealthGreater Brisbane Area, Australia
View →
PT
Paul Travis
Colleague at Visis Private WealthSpringfield Lakes, Queensland, Australia, Australia
View →
RM
Reed Margaret
Colleague at Visis Private WealthBrisbane, Queensland, Australia, Australia
View →
OS
Oscar Smith
Colleague at Visis Private WealthHamilton, Queensland, Australia, Australia
View →
SG
Scott Gynther
Colleague at Visis Private WealthBrisbane, Queensland, Australia, Australia
View →
4 education records
Denise Croy education
Graduate Diploma Of Financial Planning, Financial Planning And Services
Advanced Diploma Of Financial Planning, Financial Planning And Services
Diploma Of Financial Planning, Financial Planning And Services
Bachelor Of Commerce (B.Com.), Accounting And Marketing
FAQ
Frequently asked questions about Denise Croy
Quick answers generated from the profile data available on this page.
What company does Denise Croy work for?
Denise Croy works for VISIS Private Wealth.
What is Denise Croy's role at VISIS Private Wealth?
Denise Croy is listed as Private Client Adviser at VISIS Private Wealth.
What is Denise Croy's email address?
AeroLeads has found 1 work email signal at @visis.com.au for Denise Croy at VISIS Private Wealth.
Where is Denise Croy based?
Denise Croy is based in Brisbane, Queensland, Australia while working with VISIS Private Wealth.
What companies has Denise Croy worked for?
Denise Croy has worked for Visis Private Wealth, Commonwealth Bank, Anz, Commercial Hockey Club Inc., and Notting Hill Housing Group.
Who are Denise Croy's colleagues at VISIS Private Wealth?
Denise Croy's colleagues at VISIS Private Wealth include Chris Jimenez, Ashleigh B., Adam Callinan, Kusuma Keerthy, and Grant Dougan.
How can I contact Denise Croy?
You can use AeroLeads to view verified contact signals for Denise Croy at VISIS Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Denise Croy attend?
Denise Croy holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Professional.
What skills is Denise Croy known for?
Denise Croy is listed with skills including Banking, Retail Banking, Accounting, Collections, Credit, Credit Risk, Mortgage Lending, and Loans.
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