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- Aaron Crosthwaite
Aaron Crosthwaite
- Name
- Aaron Crosthwaite
- ID
- 392176
- ABN
- –
- First Provided Advice
- 2010
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2008 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of South Australia
- 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
- 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
- 2016 - Juris Doctor (Law) - Doctoral Degree (AQF 10) - University of New England
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- CPA Australia (CPA)
- Taxation Institute of Australia
Licencee
- Status
- Ceased
- Licence Holder
- Independent Financial Advisers Australia Pty Ltd (#464629)
- Commenced
- July 5, 2018
- Ceased
- Dec. 6, 2023
- Status
- Current
- Licence Holder
- Capstone Financial Planning Pty ltd (#223135)
- Commenced
- Dec. 7, 2023
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Dealership Services Pty Ltd (#489933)
- Commenced
- June 8, 2018
- Ceased
- July 2, 2018
- Status
- Ceased
- Licence Holder
- Dover Financial Advisers Pty Ltd (#307248)
- Commenced
- Dec. 2, 2010
- Ceased
- Dec. 7, 2011
- Status
- Ceased
- Licence Holder
- Dover Financial Advisers Pty Ltd (#307248)
- Commenced
- April 17, 2012
- Ceased
- July 6, 2018