Crest Financial Services believes it is important to put time and energy into strengthening and developing our advice and administration teams.
News
Crest News Articles
Congratulations to Mitchell and Makayla
Everyone here at Crest wishes to extend their congratulations to Mitchell, one of our longest serving Paraplanners, and to the lovely Makayla who recently announced their engagement together.
An Introduction to Jessica
After a number of years paraplanning and supporting our senior advisers, Jessica has now obtained her authorised representative license and is servicing both new and existing clients of Crest.
Stanford Graduate School of Business – Executive Education
To ensure our clients continue to receive the highest levels of professional advice, Crest Financial Services focuses on developing and educating their entire team.
The Inaugural Crest Wine Tour
On Saturday, 7th April the team at Crest enjoyed a beautiful autumn day in our famous Hunter Valley.
Back to the Books
The year 2018 will see Crest staff once again recommencing their studies through the University of Newcastle (UON), Kaplan, Open Colleges and TAFE.