About Us
Crest Financial Advice
Welcome to Crest Financial Advice
Crest Financial Advice is a boutique wealth management and financial advisory firm based in Lane Cove on Sydney’s north shore.
We provide highly personalised financial advice, solutions and strategies to a wide range of clients from all walks of life. Many are successful in their own right, and with busy professional and personal lives they recognise the value in working with a qualified professional who can simplify the complexity of their financial affairs.
Working with a limited number of select clients ensures our exacting service standards are maintained and our clients receive the quality, personalised service they require and the peace of mind they deserve.
About Andrew Vacopoulos
Financial Planner & Principal
Andrew founded Crest Financial Advice in 2010. Andrew’s corporate work experience, his professionally regarded accreditations combined with his success in business with clients ensure that he is well qualified in providing trusted financial advice.
Prior to his successful transition into running his financial advisory business, Andrew held management and executive positions in industries relating to the property and legal sectors.
Andrew holds the following professional qualifications:
- Master of Financial Planning MFinPlan
- Member of the Financial Advice Association of Australia
- Registered Tax (Financial) Adviser
Andrew is married to Alexandra and they have two children. The family live on Sydney’s North Shore and believe people need a work and lifestyle balance.
Outside of his passion for family, friends, and his wealth management business, Andrew has a passion for Country Music and performs regularly at Tamworth Country Music Festival under the stage name of ‘Jax Tonic’. He also enjoys playing golf, tennis, running and fitness.
Andrew and the Crest Financial Advice team provide personalised financial advice with great service to their clients.
This means helping their clients and their families make properly informed financial decisions and achieve the lifestyle goals and objectives that are important to their futures.
Alexandra Vacopoulos
Office Manager
Alexandra is our Office Manager and is responsible for the general running of day to day activities, systems and sequencing of end-to-end financial processes.
We are grateful for her input and expertise in ensuring that all of our clients experience the same level of service as each other and allowing our renowned bespoke advice to be fluid and continuous from year to year.
Alexandra is married to Andrew and their two children also keep her busy. Her hobbies include tennis, fitness and enjoying time with friends and family.
What is Financial Planning?
Financial planning is all about YOU, and what you want to achieve financially, for you and your family. It’s not about which investments you should have or which managed fund you should invest into or which stock or shares you should buy and sell. It is more than that. It has emotional value attached to it, and it has everything to do with what YOU want to achieve in life, and what matters most to you.
It’s planning for your future. It’s about painting a ‘big picture’ of your goals, dreams and objectives so that a roadmap can be designed to help you navigate your way to your ‘big picture’ destination.
Goals
What matters most to you?
Whatever your financial goals maybe, it’s easier to identify what they are with a professional who can help draw out your ‘big picture’ goals, and prioritise them based on what matters most to you.
Plans
How can we achieve our goals?
With big picture goals identified, now it’s time to put a plan together specific to your needs and wants. A plan is really breaking down your big picture destination into small easy to navigate directions and steps.
Actions
How can we take our first step?
Taking the first step is the most important step to take to achieve your identified goals. Get started by working closely with your planner so you are able to navigate your way with ease, clarity and confidence.