Sarah Crothers

Crothers & Associates

Silver
17 Yrs Experience
Wodonga, VIC 3690
I have been in the Financial Services Industry since 1999 whilst first starting my career locally in Wangaratta. I have completed my Advanced Diploma in Financial Services (Financial Planning), and am undertaking additional studies. I have an unwavering passion to help clients achieve their goals through specialised strategy and product advice. I believe in taking the stress and confusion out of each individual client’s concerns or goals, to work closely together and achieve future success. Outside the office, Sarah has her hands full with her baby boy Spencer, or as his is known in the household as “The Terminator”. Sarah is also very energetic in the community and local charities, which has consisted of organising the Albury and Wodonga Gold Cup racing events, Fashions on the Field, and also the Stars of the Border Dance for Cancer committee. www.crothersaa.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Crothers & Associates

10 Stanley St
Wodonga, VIC 3690

Opening hours

  • 9:00am – 5:00pm Thursday – Friday
  • 9:00am – 6:00pm Monday, Wednesday
  • 9:00pm – 5:00pm Tuesday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"A great stress relief to now know what i will need to do to become financially secure. Sarah was very friendly and understood how confused I was."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Wills & Estates
  • Budgeting

Qualifications & Training

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
LPAC Online
Completed
2017

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2012

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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