Financial Adviser
· MELBOURNE, VIC
Richard James Crosara
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000431998
Richard James Crosara is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry. Richard is currently authorised under Togethr Financial Planning Pty Ltd. Richard 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Richard is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust) Pty Limited
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2014
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2017
Certified Financial Planner
Financial Planning Association of Australia Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
CSF PTY LIMITED
MIS authorisation to include advice on MDA services.
Source: ASIC Financial Advisers Register