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Meet The Team

Mitchell

About Mitchell

Mitchell is a financial adviser at Crest, dedicated to helping clients navigate their financial journey with confidence. He values the long-term relationships built between clients and advisers, ensuring tailored strategies that evolve with their needs. With a passion for simplifying complex financial matters, Mitchell stays informed on industry changes to provide well-rounded support in achieving client goals.

Mitchell has built a strong educational foundation, completing multiple qualifications in business, financial planning, and mortgage broking, including a Graduate Diploma of Financial Planning.

Outside the office, Mitchell enjoys spending time as an active parent with his wife and two children, participating in different activities such as sports, arts & crafts, and playing at their local park.

Qualifications

  • Certificate III in Business
  • Certificate IV in Business
  • Certificate IV in Finance and Mortgage Broking
  • Diploma of Finance and Mortgage Broking Management
  • Diploma of Financial Planning
  • Graduate Diploma of Financial Planning
  • Justice of the Peace {JP)