Andrew Thomas

Crest Financial Services Pty Ltd

Gold
8 Yrs Experience
Newcastle, NSW 2300
Andrew is a Director and Financial Adviser at Crest Financial Services. With a strong focus on assisting his clients, Andrew helps by providing advice to assist them in meeting their financial goals, including retirement planning, superannuation, wealth protection, debt management, and wealth creation strategies. With over 10 years at Crest Financial Services, he has gained a number of qualifications including a Bachelor of Commerce (Finance & Economics), Bachelor of Business (International Business), and Advanced Diploma of Financial Planning. In 2016 Andrew became a director and equity partner in the business and is looking to take Crest into the future.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Borrowing
  • 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 Gold
  • Rating 4.85
  • Number of reviews 57
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualifications
    • Bachelor of Business
    • Bachelor of Commerce (Economics)
  • Language spoken
    • English

Crest Financial Services Pty Ltd

Level 1, 116 Darby Street
Newcastle, NSW 2300

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Charter Financial Planning

AFSL 234665

4.85
57 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 57

Sort by

5.00

"Andrew has helped with super, investment and now is helping with property investment and is extremely helpful and informative"

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Complex Investments
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Andrew is very good, knows what he is talking about and makes it easy to understand what's going on."

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

"Andrew is a legend. Very helpful and understanding in regards to my financial needs."

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

"Andrew provides excellent advice and is very knowledgeable which allows him to explain things to me in simple terms so it's easy to understand."

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

"Great service as always"

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

"Andrew has been up front on all my questions and very helpful in helping set me up for retirement and my future plans. Can't recommend Andrew highly enough."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Andrew is easy to understand and explains things in layman's terms."

  • Government Assistance
  • Superannuation
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrew is a lovely fellow, always happy to explain everything."

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

"Always there anytime, day or night when I need him. Good work!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 57

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
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • 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 Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2012

Bachelor of Commerce (Economics)

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Andrew's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Andrew able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Andrew's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Andrew to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Andrew?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Andrew provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Andrew may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Andrew Thomas
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens

Contact details