About Tegan

Tegan joined the team at Crest over 3 years ago while studying at the University of Newcastle. Throughout her time, Tegan has worked as part of the Paraplanning team preparing Statements of Advice and other various advice documents for clients. She works closely with advisers to ensure that advice is created and communicated to clients effectively.

Since her graduation from University, Tegan has been applying the skills she has acquired in a practical sense and will continue to engage in further education to expand her knowledge.

In her spare time, Tegan likes to visit family in her hometown of Dubbo, spend time with friends or plan her next overseas trip.

Qualifications

  • Bachelor of Business (Majoring in Management) from the University of Newcastle
  • Bachelor of Commerce (Majoring in Accounting & Finance) from the University of Newcastle
  • Diploma of Financial Planning