SARAH MICHELLE CROTHERS

Financial Adviser · Wodonga, VIC

Registered

Registration Number

000338445

Registration Status

Registered

Location

Wodonga, VIC 3690

Providing Advice Since

2005

Registration Date

01/12/2018

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 Qualifications & Training

2004 - Diploma of Financial Services (Financial Planning) - - Tribeca
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
2012 - Advanced Diploma of Financial Services (Financial Planning) (Qualification) - - International Institute of Technology Pty Ltd (IIT)
2017 - ASX Listed Products Accreditation (LPAC) - - LPAC Online

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.