Crest Financial Advice is a boutique wealth management and financial advisory firm based in Mosman on Sydney’s lower 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.

We have chosen a privately owned expert strategic alliance through the Australian Financial Services Licence which we operate under, Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services License No.223135.

  1. We’re under no obligation to recommend a single institution’s investment products. Unlike many other financial planning practices, we’re not owned by a bank, fund manager or financial institution.
  2. We’re free to select from a range of solutions that have been carefully and objectively assessed by industry leading analysts. We use LONSEC, one of Australia’s largest investment product ratings and research teams. These ratings are subject to rigorous peer review and enable us to better understand all factors that affect a product’s performance.
  3. Objective advice, coupled with objectively assessed product selections, means solutions are objective too. We’re under no pressure to please anyone but you and our recommendations will always be tailored to your needs.

Meet Our Team

We provide a personal, authentic and professional
approach when it comes to your finances.

Crest Financial Advice