Deep Enrich
Rhys Higgins
Financial Planner
492 followers
Greater Newcastle Area
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About me
Certified Financial Planner at Crest Financial Services
Education
Deakin University
2007 - 2008Certified Financial Planner Financial PlanningMentor Education
2014 - 2014Self Managed Super Funds (SMSF) - ASIC RG146 (PS146) accredited Self Managed Super Funds (SMSF) / DIY Superannuation PassThis course consolidated my existing and technical skills relating to Self Managed Super Funds in the following areas: - Forming a SMSF Obligations and Responsibilities of Trustees- Contributing to a SMSF- Investments by a SMSF- Pensions and Withdrawals from a SMSF- Estate Planning in a SMSF- Winding up a SMSF
KAPLAN
2011 - 2011Margin Lending and Geared Investments Margin LendingDeakin University
2001 - 2003Advanced Diploma of Financial Services Financial Planning and ServicesChristian College Highton Vic
1989 - 1993Victorian Certificate of Education (VCE equivilant to Yr 12 / HSC)
Experience
MFR Financial Planning
Jan 2003 - Jan 2006Financial PlannerThe Wealth Creation Group
Jan 2006 - Jan 2009Director & Senior Financial Planner
Health Super Financial Planning
Oct 2009 - Nov 2011Senior Financial PlannerState Super Financial Services
Nov 2011 - Mar 2013Senior Financial Planner
Crest Financial Services
Mar 2013 - nowCertified Financial PlannerIn 2013 I entered into a long term partnership, with a strong, locally based and professional financial planning firm. Crest Financial Services ongoing commitment to their clients and the local communities of Newcastle, The Hunter Valley, Port Stephens and the Central Coast, provides me with a solid foundation from which to build long term, professional financial planning relationships with my clients.
Licenses & Certifications
Certified Financial Planner
Financial Planning AustraliaJan 2007
Volunteer Experience
Treasurer
Issued by Hunter Bible Church (HBC) on Jan 2014Associated with Rhys Higgins
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