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Andrew Thomas

 Andrew Thomas

Share profile:
116 Darby Street Level 1
Newcastle
NSW
2300
AU

Overview CONTACT THE ADVISER

Andrew Thomas Andrew Thomas

total Reviews

32

Experience

3yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Crest Financial Services Pty Ltd
Crest Financial Services Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AMP Limited
AMP Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
UK PensionsUK Pensions
DerivativesDerivatives
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments

Latest Customer Reviews (3 of 32 total)See all

"Andrew has helped me move from retirement back into employment and assisted with making sure I have enough to live off. His advice has been excellent at every stage and much appreciated. "

Leon, 56-65 13 Sep 2017

"Really happy with the assistance and long term planning."

Jeremy, Under 35 18 May 2017

"Crest and Andrew have been able to help me with my retirement planning. They have been quite helpful and would recommend them to anyone. "

Jason, 35-45 5 May 2017

History & Qualifications CONTACT THE ADVISER

My membership
Awards
  • National New Adviser of the Year 2016 (2017)
  • New Adviser of the Year 2016 (NSW/ACT) (2016)
Years of experience
  • 3 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 1
116 Darby Street, Newcastle
NSW 2300 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 6PM

Other address

97 Lawes Street, EAST MAITLAND
NSW 2323 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 32 Total Reviews
Leon, 56-6513 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has helped me move from retirement back into employment and assisted with making sure I have enough to live off. His advice has been excellent at every stage and much appreciated. "

Jeremy, Under 3518 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Really happy with the assistance and long term planning."

Marion, 46-5510 May 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

" "

Jason, 35-4505 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Crest and Andrew have been able to help me with my retirement planning. They have been quite helpful and would recommend them to anyone. "

Kaine, Under 3505 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has been pretty helpful with my super and life insurances. Would recommend him to family and friend :)"

Ryan , Under 3524 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has helped me fix my super and my insurances. Easy to talk to and has done good managing it all."

James, Under 3524 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has been quite helpful, I met him whilst sorting out my superannuation and insurances, but he has been able to help me when sorting out our house and most of our financials."

Brendan, Under 3518 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" "

Glen, 46-5503 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has been our adviser for a few years now and has helped us get our super sorted. Great bloke and very much appreciated."

Dennis, 65+03 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is really helpful, nice bloke and helps me understand my stuff."

Penny, 56-6503 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has helped us immensely in planning our retirement, we have been able to buy a home we want to live in for the rest of our retirement and he has been able to assist us in organising our superannuation as well. He is a lovely person "

Monique, Under 3522 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We were introduced to Andrew after our previous adviser retired. He has been helpful in providing guidance in building our portfolio and has been a great help."

Guy, Under 3522 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has been our adviser for a few years now, we were introduced to him after our previous adviser retired. He has been a great help with us building our assets and providing guidance."

Phil, 56-6517 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" "

Henry Drury, 56-6517 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy so far"

Brian, 65+08 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I'm a bricky with a limited understanding of this stuff. I like the way Andrew explains things and how he treats me. "

Jack, 65+06 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is helpful, friendly, professional and clear in his explanations."

Mudite, 65+28 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has done a great job for me in retirement, he is always there to help out and I thank him for the home service he provides, what would I do without him."

Laraine, 65+23 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew if very obliging and honest, which is a rare trait these days."

Shirlene, 46-5522 Feb 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"I have been with Crest Financial Services for many years. Andrew is my new adviser after the previous adviser retired. I feel very confident with his advice, he is very friendly and approachable and helps explain information well and follows up with emails if required. "

1 2
       

Vouch for & Skills Ranking CONTACT THE ADVISER

7

Number of advisers who vouch for the integrity of this adviser

7

CHARTER FINANCIAL PLANNING LIMITED
GUIDEWAY FINANCIAL SERVICES PTY LTD
RI ADVICE GROUP PTY LTD

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
22
Customers

#1
Tax Effective Strategies
STRENGTH
22
Customers

#2
Estate Planning
STRENGTH
21
Customers

#3
Savings Investment
STRENGTH
18
Customers

#4
Insurance Protection
STRENGTH
17
Customers

#5
Preparing For Retirement
STRENGTH
15
Customers

x

Overall rating

100%

Andrew Thomas

Company: Crest Financial Services Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Andrew Thomas is a member of and in what capacity, the licensee or company of Andrew Thomas and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Andrew Thomas (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 50%

Quality of Advice: 97%

Customer Satisfaction: 100%