Ian Andrew Crotty
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000341049
- Location
- Melbourne VIC 3000
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 16 September 2009
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, University of Melbourne (1991); Diploma of Financial Planning, Victoria University (2001); Margin Lending and Geared Investments, Kaplan (2011)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Ian Andrew Crotty
Ian Andrew Crotty is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000341049).
The licensee Ian advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 16 September 2009.
According to the register, Ian first provided financial advice in 2001. The qualifications listed for Ian include Bachelor of Commerce (University of Melbourne, 1991), Diploma of Financial Planning (Victoria University, 2001) and Margin Lending and Geared Investments (Kaplan, 2011).
The authorisation covers advice 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.
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Questions people ask
Is Ian Andrew Crotty a registered financial adviser?
Yes. Ian Andrew Crotty is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000341049.
Which licensee does Ian Andrew Crotty work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Ian Andrew Crotty 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.