Crystal joined Tupicoffs in 2012 after spending 9 years as the manager of a small business. Crystal has worked for two years in the provision of personal financial advice to some of Australia’s most successful families. Crystal prides herself on providing exceptional advice and is passionate about helping clients achieve the best outcome possible for themselves and their families. Her commitment to excellence is reflected in her academic and client outcomes
Crystal has completed a Bachelor of Commerce in Financial Planning and Accounting with outstanding results. Most recently, Crystal was recognised as the Winner of the 2018 PlanPlus Global Financial Planning Awards. Crystal was also a finalist for the 2018 Money Management Young Achiever of the Year Award, which she also achieved in 2016.
my Advice Philosophy
I have always wanted to help people and financial planning is a career that allows me to use my skills and abilities to do that. I enjoy solving the complex financial issues clients face.
Tupicoffs allows me to help people financially and never have to compromise what I believe is best for my clients. I have always given my very best and my financial planning study and results inspired me and highlighted my natural aptitude for financial planning as a career.
I understand how confusing tax, superannuation and investment can be for people and aim to simplify those concepts for my clients, whilst ensuring they are getting the best results they can from the financial system.
I enjoy working with motivated clients who want to improve their financial future. I am proud to be one of the very limited number of independent financial planners in the country.
Winner - 2018