Richard James Crosara
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000431998
- Location
- Melbourne VIC 3000
- Licensee
- Togethr Financial Planning Pty Ltd (AFSL 455010)
- Authorised since
- 21 October 2019
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca Learning (Aust) Pty Limited (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2008); Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2014); Certified Financial Planner, Financial Planning Association of Australia Limited (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Richard James Crosara
Richard James Crosara is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000431998).
The licensee Richard advises under is Togethr Financial Planning Pty Ltd (AFS licence 455010). That authorisation dates from 21 October 2019.
The register records 2008 as the year Richard first provided financial advice. The qualifications listed for Richard include Diploma of Financial Services (Financial Planning) (Tribeca Learning (Aust) Pty Limited, 2006), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2008) and Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Richard 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.
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Questions people ask
Is Richard James Crosara a registered financial adviser?
Yes. Richard James Crosara is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000431998.
Which licensee does Richard James Crosara work under?
Togethr Financial Planning Pty Ltd, Australian financial services licence 455010.
What can Richard James Crosara 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.