After a number of years paraplanning and supporting our senior advisers, Jessica has now obtained her authorised representative license and is servicing both new and existing clients of Crest.
News
Employee News Articles
Stanford Graduate School of Business – Executive Education
To ensure our clients continue to receive the highest levels of professional advice, Crest Financial Services focuses on developing and educating their entire team.
Back to the Books
The year 2018 will see Crest staff once again recommencing their studies through the University of Newcastle (UON), Kaplan, Open Colleges and TAFE.
Congratulations Crest: Charter NSW/ACT Practice of the Year!
We are very excited to announce that Crest Financial Services has won Charter Financial Planning’s inaugural NSW/ACT Practice of the Year award!
Congratulations Ruby!
On Thursday 27th July, Ruby Stevens from our accounting team was awarded a merit in the Management Accounting and Applied Finance module of her Chartered Accountants Program.
Crest Sponsorship of Hunter Valley Dressage Association
Here at Crest, we love to support and encourage our staff members in their endeavours outside of the office.