Crystal Broadfoot
About Me
Authorised Representative Number: 302007<br/>Crystal is an Authorised Representative of Count and a Financial Planning Partner of The Next Step Financial Group Pty Ltd.<br/>Crystal has 11 years of experience in the provision of financial planning advice. Crystal finalised her Advanced Diploma of Financial Planning through Kaplan Professional in 2007 and is currently completing a Bachelor of Commerce/ Bachelor of Arts (International Relations) Degree at Deakin University. </p>I am authorised to provide advice in the following areas:<br/>• Basic deposit products <br/>• Life insurance<br/>• Government debentures, stocks and bonds<br/>• Managed investment schemes<br/>• Securities<br/>• Superannuation<br/>• SMSF<br/>• Business Insurance, and<br/>• Standard margin lending</p>
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 17 Years
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Licensed By Count Financial Limited