TRENT LESLIE CROTHERS

Financial Adviser · Wodonga, VIC

Registered

Registration Number

000299063

Registration Status

Registered

Location

Wodonga, VIC 3690

Providing Advice Since

2006

Registration Date

08/09/2017

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

ABN (Australian Business Number)

25972296176

📚 Qualifications & Training

2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2016 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA)
2017 - ASX Listed Products Accreditation - Other - LPAC Online
2020 - Super Concepts & ICFS Specialist SMSF Course - Other - The University of Adelaide

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.