About Us
Planning Futures
We will work with you to agree what advice and services we will provide and when we will provide them.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
More detail about us.
Fullarton 55 Pty Ltd ATF Rob Symons Family Trust T/A Crest Financial Planning (“Crest Financial Planning”) is licensed through Axies Pty Ltd (a subsidiary of Spark Financial Group). Axies Pty Ltd (“Axies”) is a holder of an Australian Financial Services Licence (AFSL 339384).
This FSG has been given to you by your Financial Adviser with the authority of Axies. We hold professional indemnity insurance cover for the activities conducted under our AFSL which satisfies the requirements of s912B or the Corporations Act 2011 (Cth) for compensation arrangements. The insurance will cover claims in relation to the conduct of all current authorised representatives and for those who are no longer authorised under Axies (but were at the time of the relevant conduct).
Axies, through its Financial Advisors, acts for you when providing financial services to you. All Financial Advisors operating under Crest Financial Planning in the provision of financial services to retail clients (you) are engaged as Authorised Representatives.
Our Services
What we can do for you.
We can help you with the following
- Budgeting and cash flow management
- Investing in managed funds
- Investing in direct property
- Debt strategies (including borrowing for personal and investment purposes)
- Personal insurance (life cover, disability, income protection, trauma & Key Man)
- Superannuation strategies, including Self-Managed Superannuation Funds (SMSFs)
- Strategic asset allocation
- Retirement planning (retirement income streams, including pensions & annuities)
- Estate planning
- Centrelink and other government benefits
- Ongoing advice and services, including regular portfolio reviews
Any additional advice or services we can offer you, or limitations to the list of advice services, will be outlined by our financial advisors.