Cameron Tynan

Crest Financial Services Pty Ltd

Bronze
4 Yrs Experience
Newcastle, NSW 2300
Cameron's position as an adviser allows him the opportunity to assist clients with their goals and help improve their financial situation. With a passion for assisting clients at every stage of their life, Cameron strongly believes in the longevity of the client and adviser relationship. Utilising his experience in financial modeling, research and preparation of financial advice documents, coupled with a strong technical background, he remains up to date of the ever-changing nature of his profession to ensure that the optimal outcome for his clients is developed. Having grown up in Newcastle, outside of the office you can generally find Cameron at a local game of footy, enjoying Newcastle’s magnificent beaches and spending time with his partner Sarah and their young son Cillian.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.90
  • Number of reviews 23
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Crest Financial Services Pty Ltd

Level 1, 116 Darby Street
Newcastle, NSW 2300

Licensed by

Charter Financial Planning

AFSL 234665

4.90
23 Reviews
5
4
3
2
1
4.90
Clear communication
4.95
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 23

Sort by

5.00

"It is always great to catch up with Cameron. He keeps his finger on the pulse and helps me ensure my retirement needs are met"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cameron delivers advice in an easy to understand way. He and the team at Crest are always a pleasure to deal with."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cameron is always happy to help when needed."

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

"I have always had a good rapport with Cameron. He has always explained it in a way that I understand."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always like to catch up and chat about all aspects of the services we require."

  • Superannuation
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cameron is down to earth and very easy to deal with. Cameron is always willing to answer and questions I have and shows me he has an understanding of my needs."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cameron has always been upfront and precise in his advise to us. Cameron is friendly and knowledgeable for us. Cameron does a great job."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cameron is very professional and has assisted me in achieving my goals and enjoying retirement."

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

"Cameron's assistance and knowledge has been much appreciated over the years."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always tells me what I need to hear. I know Cameron has my best interests in mind."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 23

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
University of Newcastle
Completed
2020

Master of Applied Finance

Level
9 - Masters Degree
Institution
Charles Sturt University (CSU)
Completed
2018
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