Patrick Hancock

Crest Financial Services Pty Ltd

Bronze
9 Yrs Experience
Newcastle, NSW 2300

Recent reviews

Crest Financial Services Pty Ltd

Level 1, 116 Darby Street
Newcastle, NSW 2300

Meeting methods

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

At a glance

  • Adviser status Bronze
  • Rating 4.97
  • Number of reviews 149
  • First year providing advice 2015
  • Years of experience 9
  • 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