Rhys Higgins

Crest Financial Services Pty Ltd

Gold
16 Yrs Experience
Newcastle, NSW 2300
Rhys' position as an adviser (and part-owner) allows him the opportunity to assist clients with their goals and help improve their financial situation. He has been in the financial industry for over 20 years, and continues to enjoy helping clients through challenging and exciting times in their lives. He has achieved CFP® (Certified Financial Planner) status, has an ADFP (Advanced Diploma of Financial Planning) and holds specialist accreditation to provide SMSF, shares and gearing advice.  He also holds professional memberships with the Financial Planning Association (FPA) and the Authorised Representatives Association (ARA). He and his wife love bringing up their 4 boys (aged 7 to 13yo) in Newcastle, enjoying all the region and surrounds, has to offer.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 111
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualifications
    • Advanced Diploma of Financial Services (Financial Planning)
    • Diploma of Financial Planning (DFP 1-4)
  • Language spoken
    • English

Crest Financial Services Pty Ltd

Level 1, 116 Darby Street
Newcastle, NSW 2300

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Charter Financial Planning

AFSL 234665

4.95
111 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 111

Sort by

5.00

"Rhys is lovely and professional, 100% recommend. I had a great time."

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

"Rhys (and Rebecca) and the Team at Crest Financial Services have assisted us to transition to retirement and set us up for the future."

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

"Rhys has been looking after my Super and Insurance for a number of years. He and the team at Crest have always been very professional and approachable"

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

"Help and service is outstanding"

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

"Rhys and Crest was referred to us by a family member. We have appreciated his patience and guidance and willingness to explain his advice and provide an ongoing service."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Rhys has helped me have confidence in my future, providing advice to set me up for my retirement."

  • Superannuation
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Happy with service provided"

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

"I was referred to CREST by my family and have appreciated Rhys' pro-active and ongoing advice."

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

"Rhys has helped my family through some tough times and continues to provide excellent advice and services to us."

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

"-"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 111

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
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • 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

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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