Sarah Michelle Crothers
Financial Adviser in Wodonga, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000338445
- Location
- Wodonga VIC 3690
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 December 2018
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2004); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Advanced Diploma of Financial Services (Financial Planning) (Qualification), International Institute of Technology Pty Ltd (IIT) (2012); ASX Listed Products Accreditation (LPAC), LPAC Online (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, standard margin lending
- Restriction
- This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Sarah Michelle Crothers
Sarah Michelle Crothers is a financial adviser in Wodonga, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000338445.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 1 December 2018.
According to the register, Sarah first provided financial advice in 2005. The qualifications listed for Sarah include Diploma of Financial Services (Financial Planning) (Tribeca, 2004), Margin Lending and Geared Investments (Kaplan Professional Education, 2011) and Advanced Diploma of Financial Services (Financial Planning) (Qualification) (International Institute of Technology Pty Ltd (IIT), 2012).
Sarah 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 not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Sarah Michelle Crothers a registered financial adviser?
Yes. Sarah Michelle Crothers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338445.
Which licensee does Sarah Michelle Crothers work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Sarah Michelle Crothers 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 not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."