About Mitchell

Mitchell is currently a paraplanner at Crest. In this role, he uses his experience to assist advisers in providing well rounded advice to their clients. He does this through the preparation of advice documents and providing research on policies, investments and funds.

On his journey to becoming an adviser, Mitchell has completed the Certificate III and IV in Business, a Diploma of Financial Planning, and just recently, his Graduate Diploma of Financial Planning.

During Mitchell’s time outside the office he enjoys spending time with his wife and daughter, training at his local gym and hanging out with his friends enjoying various social activities such as rugby union and karaoke.

Qualifications

• Certificate III in Business
• Certificate IV in Business
• Diploma of Financial Planning
• Graduate Diploma of Financial Planning