Raechel Crutch
Financial Adviser in Tumut, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000400853
- Location
- Tumut NSW 2720
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706); Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 25 February 2011
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Financial Planning (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2011); Certificate IV Financial Services (Finance/Mortgage Broking), Kaplan Higher Education Pty Limited (2011); Diploma of Financial Services (Finance/Mortgage Broking Management), Kaplan Higher Education Pty Limited (2012); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017); Master of Financial Planning, Kaplan Higher Education Pty Limited (2017)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Raechel Crutch
Raechel Crutch is a financial adviser in Tumut, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000400853.
Raechel provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The register also lists Charter Financial Planning Limited (licence 234665). That authorisation dates from 25 February 2011.
The register records 2011 as the year Raechel first provided financial advice. The qualifications listed for Raechel include Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2008), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2011) and Certificate IV Financial Services (Finance/Mortgage Broking) (Kaplan Higher Education Pty Limited, 2011).
Raechel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Raechel Crutch a registered financial adviser?
Yes. Raechel Crutch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000400853.
Which licensee does Raechel Crutch work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706 and Charter Financial Planning Limited, Australian financial services licence 234665.
What can Raechel Crutch 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."