Crest is excited to announce additions to the Advice team with two new Financial Advisers appointed to support our continued growth.
We welcome Jake Muras and Cameron Tynan.
Jake joined the Crest team as a Paraplanner and quickly moved on to the role of Paraplanning Manager. In this role, Jake oversaw the team in assisting the advisers in preparing Statement of Advice documents, financial modelling and other financial planning documents. He also prepared portfolio updates and followed each file through the entire advice process. Jake worked closely with advisers to ensure that advice was created and communicated to clients effectively.
Jake graduated from the University of Newcastle and continues studying and expanding his knowledge in his new role as an adviser.
Outside of the office, Jake participates in a wide range of sports and recreational activities.
Jake’s qualifications are:
- Bachelor of Business (Majoring in International Business & Marketing) from the University of Newcastle
- Bachelor of Commerce (Majoring in Finance) from the University of Newcastle
- Diploma of Financial Planning
Cameron commenced his career in the financial services industry here at Crest as a Client Services Officer. As part of his role here at Crest, Cameron assisted the advice team in preparing financial advice documents and portfolio updates, as well as ensuring the advice prepared was communicated effectively to our valued clients.
Cameron completed his Bachelor of Business at the start of 2016 and quickly moved on to completing his Masters of Applied Finance by 2018.
Outside of the office you can find Cameron at a game of local footy, the beach or travelling around Australia meeting new faces.
Cameron’s qualifications are:
- Bachelor of Business from Charles Sturt University and
- Masters of Applied Finance from Charles Sturt University
Crest has supported Jake and Cameron’s growth over recent years through the Paraplanning team. They are now both eager to enter the Adviser role.
Their aim is to assist their clients accomplish their financial goals through financial planning, investment management, wealth protection, and improving their overall wellbeing.
We are confident in supporting Jake and Cameron in their new roles assisting our clients to achieve their financial goals.