Our Financial Planning Team

The year 2018 will see Crest staff once again recommencing their studies through the University of Newcastle (UON), Kaplan, Open Colleges and TAFE.

Chris is working through a Bachelor of Commerce (majoring in Finance and Economics) through UON while Mitch, Jess, Tegan and Jake are working through a Diploma of Financial Planning through Kaplan. Astrid is completing her Diploma of Business and Rachelle is completing her Diploma of Leadership and Management through Open Colleges while Laura is completing a Certificate 3 in Business Administration through TAFE.
Our staff are passionate about their studies and the vision of furthering their education and progressing in the financial planning industry. Their past performance being a clear indicator of future excellence.

An overview of the year 2017 saw Jessica graduate from UON with a Bachelor of Commerce (majoring in Finance). We also saw Jake graduate from UON with a Bachelor of Commerce (majoring in Finance) and Bachelor of Business (majoring in International Business and Marketing) and Tegan completed a Bachelor of Commerce (majoring in Finance and Accounting) and Bachelor of Business (majoring in Management). Tegan will formally graduate in 2018.

We wish our staff all the best in their pursuits and trust they will achieve their academic goals.

Our Accounting Team

It is not only members of our financial planning team that are furthering their education. Our accounting team are also recommencing their studies.

Ruby is currently working through her Chartered Accountants Program, which will give her a Graduate Diploma in Chartered Accounting. This program is due to finish at the end of 2018 and involves 5 modules, covering different areas of accounting and 3 years practical experience. Ruby will be mentored by Keith during this program.

Caitlin and Jastine are currently studying a Bachelor of Commerce at UON, the degree covers many areas of commerce, finance and business. They are both majoring in Accounting.

Aaron will commence a series of courses through TAFE SA in order to become a registered tax agent. The series will kick off with Principles of Accounting.

We wish Ruby, Caitlin, Jastine and Aaron all the best in their academic pursuits.