IAN ANDREW CROTTY

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000341049

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2001

Registration Date

16/09/2009

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

📚 Qualifications & Training

1991 - Bachelor of Commerce - - University of Melbourne
2001 - Diploma of Financial Planning - - Victoria University
2011 - Margin Lending and Geared Investments - - Kaplan

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.