Financial Adviser · WODONGA, VIC

Sarah Michelle Crothers

21 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000338445

Sarah Michelle Crothers is a financial adviser based in Wodonga, Victoria, with 21 years of experience in the financial services industry. Sarah is currently authorised under Capstone Financial Planning Pty Ltd. Sarah 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 Advanced Diploma of Financial Services (Financial Planning) (Qualification) from International Institute of Technology Pty Ltd (IIT).

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 not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Services (Financial Planning)

Tribeca

2011

Margin Lending and Geared Investments

Kaplan Professional Education

2012

Advanced Diploma of Financial Services (Financial Planning) (Qualification)

International Institute of Technology Pty Ltd (IIT)

2017

ASX Listed Products Accreditation (LPAC)

LPAC Online

Registration History

Capstone Financial Planning Pty Ltd

Dec 2018 - Present Current

This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Capstone Financial Planning Pty Ltd

Sep 2017 - Oct 2018 Ceased

This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Charter Financial Planning Limited

May 2015 - Sep 2017 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

GENESYS WEALTH ADVISERS PTY LIMITED

May 2014 - May 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

QUADRANT SECURITIES PTY LTD

Dec 2009 - May 2014 Ceased

Source: ASIC Financial Advisers Register