Aaron Crosthwaite
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000392176
- Location
- Fortitude Valley QLD 4006
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 7 December 2023
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Accounting), University of South Australia (2008); Diploma of Financial Services (Financial Planning), Mentor Education (2010); Margin Lending and Geared Investments, Kaplan Professional (2011); Juris Doctor (Law), University of New England (2016)
- Memberships
- CPA Australia (CPA); Taxation Institute of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- 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)
- Tax (financial) advice
- Yes
- Register status
- Current
About Aaron Crosthwaite
On the Financial Advisers Register kept by ASIC, Aaron Crosthwaite appears as a current financial adviser in Fortitude Valley, Queensland, adviser number 000392176.
The licensee Aaron advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 7 December 2023.
The register records 2010 as the year Aaron first provided financial advice. The qualifications listed for Aaron include Bachelor of Business (Accounting) (University of South Australia, 2008), Diploma of Financial Services (Financial Planning) (Mentor Education, 2010) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Aaron is recorded as a member of CPA Australia (CPA) and Taxation Institute of Australia.
Aaron is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “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).”
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Questions people ask
Is Aaron Crosthwaite a registered financial adviser?
Yes. Aaron Crosthwaite is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000392176.
Which licensee does Aaron Crosthwaite work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Aaron Crosthwaite give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "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)."