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Jordan, Mitchell and Thomas pass the ASIC Financial Adviser Exam!

In a significant milestone for their professional development, we are excited to announce that Jordan, Mitchell, and Thomas have successfully passed the ASIC Financial Adviser Exam as part of their professional year.

Intergenerational Wealth Transfer Challenges

The ASIC Financial Adviser Exam is a crucial component of the certification process for aspiring financial advisers in Australia. It assesses candidates’ knowledge and understanding of ethical principles, regulatory frameworks, and professional conduct standards that govern the financial services sector.

Their success in their first attempt at the exam demonstrates their dedication and commitment to bettering themselves in order to grow professionally both as individuals and within the Crest team. It is with great anticipation that we await their future contributions to the industry and the positive impact they will have on their clients’ financial journeys.

Congratulations Jordan, Mitchell, and Thomas!