Jessica Deamer

Crest Financial Services Pty Ltd

Bronze
4 Yrs Experience
Newcastle, NSW 2300

Recent reviews

Crest Financial Services Pty Ltd

Level 1, 116 Darby Street
Newcastle, NSW 2300

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 18
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Licensed by

Charter Financial Planning

AFSL 234665

4.95
18 Reviews
5
4
3
2
1
5.00
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"Jessica and the Crest team have always provided a great service. The 'easy to understand' explanations help me better understand my situation. I look forward to continuing to work with Crest for years to come."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jessica and the Crest team really take the time to listen to exactly what me and my family needed. They have kept us informed at all times and I really feel that with their guidance, we can achieve our goals."

  • Superannuation
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jessica continues to provide the highly professional and outstanding service we continue to receive fro Crest Financial Services. Thank you for many years of great service and support."

  • Superannuation
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jessica is very helpful and explains things in a simple format. I continue to appreciate all the effort Jessica and Crest Financial Services go to in helping me with my financial affairs."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jessica is lovely and has been incredibly helpful with both my financial affairs and in finalising some estate arrangements. She has been a great support in a difficult time. Thank you Crest Financial Services."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jessica has been very helpful in managing our financial affairs and finalising a few outstanding issues. Jessica and her team have allowed us to continue out retirement confident with what we have and need."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I continue to be very happy with the advice and services Crest Financial Services has provided over many years and the support Jessica gives with my financial affairs."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jessica continues to provide a very professional service and continues to assist us with our financial affairs. Crest Financial Services has been a great support over many years."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jessica continues to provide a very professional and personal service and assists me in my retirement. I can highly recommend her and the Crest Team."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have found Jessica to be very professional and enthusiastic as our new adviser and very helpful in managing our financial affairs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2020

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2016

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2018
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