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! The acknowledgement and recognition Crest Financial Services received from Charter is important to us and highlights the value and positive impact our financial planning advice has on the everyday lives of our clients. […]

AMP Paraplanning Essentials Workshop

Here at Crest we make sure we have the most up-to-date information and understanding to benefit our clients. Recently, four of our paraplanners attended a workshop held by AMP in Sydney to enhance their knowledge. Jake Muras, Mitchell Brown, Tegan Delmoro and Jessica Deamer attended the AMP Paraplanning Essentials Workshop at the AMP St. Leonards Office, […]

Movie Night Wrap Up

Financial Planning Newcastle

Crest values loyalty and prides itself on delivering fantastic planning advice to our clients. As recognition and to say thank you to our valued clients, we recently hosted three “Night at the Movies” events in Newcastle, Maitland and Port Stephens. We partnered with Crest Financial Services of Nelson Bay, and Crest Accounting of East Maitland […]

Crest Jetsetters

Financial Planning Newcastle

Our team at Crest love exploring and experiencing what the world has to offer. Three of our team members have recently returned from holidays overseas, with many stories to share. Jessica Deamer, one of our talented paraplanners, returned from the United States after 4 weeks. She visited a number of destinations including San Francisco, Las […]