Patrick Hancock

Crest Financial Services Pty Ltd

Silver
10 Yrs Experience
Georgetown, NSW 2298

Recent reviews

Crest Financial Services Pty Ltd

22A Christo Rd
Georgetown, NSW 2298
93 High St
East Maitland, NSW 2323
67 Magnus St
Nelson Bay, NSW 2315

Meeting methods

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

At a glance

  • Adviser status Silver
  • Rating 4.97
  • Number of reviews 149
  • First year providing advice 2015
  • Years of experience 10
  • Highest qualifications
    • Bachelor of Economics
    • Bachelor of Finance
    • Bachelor of Business
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Licensed by

Charter Financial Planning

AFSL 234665