MenuNancy Croll CFP®
About Me
I am a highly experienced and qualified financial planner, primarily servicing high net value clients for the last 29 years. I specialize in retirement planning and tax effective investments, including Self Managed Superannuation (SPAA accredited). My expertise also extends to managing investments for overseas investors. I speak fluent Mandarin, Cantonese and basic Japanese.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 29 Years -
Licensed By Sentry Financial Services Pty Ltd
