Rhys Higgins

Crest Financial Services

Bronze
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 Bronze
  • Rating 5.00
  • Number of reviews 115
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Crest Financial Services

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