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SC

Sarah Crothers

Financial Adviser

Crothers & Associates
Wodonga, VIC 3690

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About

Sarah Crothers is an ASIC-registered financial adviser based in Wodonga, dedicated to providing comprehensive and personalised financial advice to help you achieve your financial goals. With a strong foundation built on years of experience and ongoing professional development, Sarah holds a Diploma of Financial Services (Financial Planning) from Tribeca (2004), completed Margin Lending and Geared Investments training with Kaplan Professional Education (2011), holds an Advanced Diploma of Financial Services (Financial Planning) from the International Institute of Technology Pty Ltd (IIT) (2012), and earned her ASX Listed Products Accreditation (LPAC) from LPAC Online (2017). Sarah is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Sarah can help you navigate the complexities of the financial landscape. Key services include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Take the first step towards securing your financial future. Contact Sarah Crothers today to schedule a consultation and discover how she can help you achieve your dreams.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Wealth accumulation Superannuation strategies Insurance solutions Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000223135

Verify on ASIC Register

Authorised Representative Number

000338445

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Sarah Crothers offer?

Sarah Crothers specialises in superannuation advice, insurance, wealth management, and retirement planning, providing tailored solutions to meet your individual needs.

What qualifications does Sarah Crothers have?

Sarah holds a Diploma of Financial Services (Financial Planning), completed Margin Lending and Geared Investments training, holds an Advanced Diploma of Financial Services (Financial Planning), and earned her ASX Listed Products Accreditation (LPAC).

What is the process of working with Sarah Crothers?

The process begins with an initial consultation to understand your financial goals and circumstances. Sarah will then develop a personalised financial plan, implement the plan, and provide ongoing reviews and adjustments as needed.

Can Sarah Crothers help me with my retirement planning?

Yes, Sarah provides comprehensive retirement planning services to help you create a strategy for a comfortable and secure retirement.

What can I expect from my first meeting with Sarah?

During your first meeting with Sarah, you can expect a friendly and informative discussion about your financial situation, goals, and concerns. This is an opportunity to ask questions and determine if Sarah is the right financial adviser for you.

Get in Touch

Contact Sarah directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.