Crest Financial Services’ Andrew Thomas was named the National New Adviser of the Year for 2016 at the AMP National Advice Summit in Melbourne recently. This award recognises new advisers who have built significant value for their clients in assisting them to reach their financial goals through strong advice. Andrew joined the team at Crest as a para planner back in 2011, whilst completing his Bachelor Degrees in Commerce (Finance, Economics) and Business (International Business). After quickly developing his technical skills within his team, he was given an opportunity to progress into an advisory role back in 2014.

 

In 2016 Andrew became a director of Crest Financial Services and became an owner/partner in the practice. After joining the board, he has expanded the business and established Crest Mortgages & Finance to help Crest clients manage their debt, building even more value outside of traditional financial advice. He has become more involved in helping our industry grow, recently becoming a Regional Executive on the Authorised Representatives Association and a new member of the Hunter Young Professionals.