Financial Adviser
· WODONGA, VIC
Trent Leslie Crothers
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000299063
Trent Leslie Crothers is a financial adviser based in Wodonga, Victoria, with 20 years of experience in the financial services industry. Trent is currently authorised under Capstone Financial Planning Pty Ltd. Trent 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 Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Advanced Diploma of Financial Planning
Kaplan Professional
2016
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers (AFA)
2017
ASX Listed Products Accreditation
LPAC Online
2020
Super Concepts & ICFS Specialist SMSF Course
The University of Adelaide
Registration History
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
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
Source: ASIC Financial Advisers Register