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.
We have been very grateful to be connected with Rhys. We value his advice and expertise and hope to be able to work with Rhys into the future.
I have been receiving financial advice from Rhys Higgins at Crest Financial Services for more than five years. I trust Rhys, and would highly recommend him. Crest offers independent financial advice, which is what I was searching for. I find Rhys to be very easy to talk to, genuine, and honest. In the past, I've found some financial advisers to be a bit pushy. I did not find this at all with Crest. Rhys helped me with my financial planning during a very difficult time in my life, and continues to do so. I'm extremely grateful to Rhys and his team for looking after me and my family.
Rhys goes above and beyond to make sure that all my goals are met and keeps me informed
Easy to talk to. Clear in the management of our portfolio
Comment not provided
- Adviser status Gold
- Number of reviews 133
- First year providing advice 2006
- Years of experience 17
- Advanced Diploma of Financial Services (Financial Planning)
Crest Financial Services Pty LtdLevel 1, 116 Darby St
Cooks Hill, NSW 2300 Crest Accounting, 67 Magnus Street
Nelson Bay, NSW 2315
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Charter Financial Planning