Data sourced from ASIC Financial Advisers Register
Financial Adviser · FORTITUDE VALLEY, QLD

Aaron Crosthwaite

16 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000392176

Aaron Crosthwaite is a financial adviser based in Fortitude Valley, Queensland, with 16 years of experience in the financial services industry. Aaron is currently authorised under Capstone Financial Planning Pty Ltd. Aaron holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Juris Doctor (Law) from University of New England. Aaron is a member of CPA Australia (CPA) and Taxation Institute of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)

Authorised to provide tax financial advice services

Qualifications and Training

2008
Bachelor of Business (Accounting)
University of South Australia
2010
Diploma of Financial Services (Financial Planning)
Mentor Education
2011
Margin Lending and Geared Investments
Kaplan Professional
2016
Juris Doctor (Law)
University of New England

Registration History

Capstone Financial Planning Pty Ltd
Dec 2023 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
Independent Financial Advisers Australia Pty Ltd
Jul 2018 - Dec 2023 Ceased
DEALERSHIP SERVICES PTY LTD
Jun 2018 - Jul 2018 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Apr 2012 - Jul 2018 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Dec 2010 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register