Crest Financial Services



Home

About Us

Services

Client Resources

Testimonials

News

Contact Us

Crest Mortgages & Finance

News

Three more Graduates!

As Crest continues to grow, we take great pride in nurturing and guiding the next generation of Financial Advisers.

Intergenerational Wealth Transfer Challenges

Recently, three of our experienced Paraplanners, completed and graduated from their respective studies. All three have worked tirelessly over the past three years in balancing their education with their careers at Crest.

Mitchell Brown graduated on the 17th of May from Kaplan Professional with a Graduate Diploma of Financial Planning at the Ivy Ballroom in Sydney.

Jacob Lyons and Jordan Mackellar were also awarded their degrees, graduating from the University of Newcastle on the 14th of April. Both completed their Commerce degrees with Jordan majoring in Finance and Accounting, and Jacob majoring in Finance.

We look forward to continuing to support Mitchell, Jordan, and Jacob in their chosen careers and look forward to watching their bright futures unfold.