Denise Croy

Denise Croy Email and Phone Number

Private Client Adviser @ VISIS Private Wealth
queensland, australia
Denise Croy's Location
Brisbane, Queensland, Australia, Australia
Denise Croy's Contact Details

Denise Croy personal email

n/a
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.

Denise Croy's Current Company Details
VISIS Private Wealth

Visis Private Wealth

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Private Client Adviser
queensland, australia
Website:
visis.com.au
Employees:
29
Denise Croy Work Experience Details
  • Visis Private Wealth
    Private Client Adviser
    Visis Private Wealth Jul 2022 - Present
    Brisbane, Queensland, Australia
    View
  • Visis Private Wealth
    Associate Financial Adviser
    Visis Private Wealth May 2021 - Jul 2022
    Brisbane, Queensland, Australia
    View
  • Commonwealth Bank
    Advice Associate
    Commonwealth Bank 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.
    View
  • Anz
    Branch Manager
    Anz Jul 2016 - Jan 2018
    Brisbane, Australia
    View
  • Anz
    Assistant Branch Manager
    Anz Aug 2010 - Jul 2016
    Brisbane, Australia
    Deliver customer focused service to retail banking and financial customers by identifying and selling to their individual needs.
    View
  • Commercial Hockey Club Inc.
    Marketing Officer
    Commercial Hockey Club Inc. Nov 2014 - Oct 2017
    Brisbane, Australia
    A voluntary role at my hockey club. Jobs include networking, gaining sponsorship and fundraising.
    View
  • Notting Hill Housing Group
    Credit Controller
    Notting Hill Housing Group 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
    Personal Banking Officer
    Barclays Jun 2006 - Jan 2009
    London, United Kingdom
    Deliver exceptional service to customers through selling to their individual needs and effective handling of complaints
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  • Anz
    Personal Financial Consultant
    Anz Feb 2003 - Feb 2006
    Christchurch, New Zealand
    Registered to sell financial products including insurances, personal lending and home lending in New Zealand
    View
  • Neil Stevenson And Co Limited
    Accountant
    Neil Stevenson And Co Limited 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.

Denise Croy Skills

Banking Retail Banking Accounting Collections Credit Credit Risk Mortgage Lending Loans Finance Risk Management Financial Services Relationship Management Portfolio Management Commercial Banking Financial Risk Consumer Lending Credit Analysis Sales

Denise Croy Education Details

Frequently Asked Questions about Denise Croy

What company does Denise Croy work for?

Denise Croy works for Visis Private Wealth

What is Denise Croy's role at the current company?

Denise Croy's current role is Private Client Adviser.

What is Denise Croy's email address?

Denise Croy's email address is de****@****o.co.nz

What schools did Denise Croy attend?

Denise Croy attended Kaplan Professional, Kaplan Professional, Kaplan Professional, University Of Canterbury.

What are some of Denise Croy's interests?

Denise Croy has interest in Travel, Hockey And Scuba Diving.

What skills is Denise Croy known for?

Denise Croy has skills like Banking, Retail Banking, Accounting, Collections, Credit, Credit Risk, Mortgage Lending, Loans, Finance, Risk Management, Financial Services, Relationship Management.

Who are Denise Croy's colleagues?

Denise Croy's colleagues are Bimal Sharma, Bobby Tran, Oscar Smith, Chris Smith, Ashley Garner, Grant Dougan, Lewis Ballard.

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