Paul Howden

Crest Financial Services Pty Ltd

Platinum
26 Yrs Experience
Newcastle, NSW 2300

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 109
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Crest Financial Services Pty Ltd

Level 1, 116 Darby Street
Newcastle, NSW 2300

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665

5.00
109 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 109

Sort by

5.00

"We have received advice from Paul and Crest financial services for many years and have always appreciated the value and excellent service they provide."

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

"Paul has provided simple and easy to understand advice that helps us plan for our future."

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

"We have been very lucky to have Paul advise and guide us with our financial affairs, and are very happy with is support."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul and Crest have been very helpful and provided great advice over many years"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Crest Financial Services has helped my parents over many years and now I have started my career Paul has been a valuable asset in assisting me with understanding my financial needs and providing great advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been very happy with Paul's advice and guidance as I moved into retirement and I'm now enjoying every minute of it."

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

"We have been very happy with the service and advice Paul has provided us over many years."

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

"We continue to get quality and professional advice from Paul and his company and appreciate all the support they give"

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

"Over many years Paul and Crest have assisted us with our retirement planning and ensured we enjoy our retirement. We appreciate the effort they go to in assisting as with our needs."

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

"Paul has continued to provide comprehensive advice and continues to help us move into retirement."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 109

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
1999

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
1994

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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