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/>&bull; Basic deposit products <br/>&bull; Life insurance<br/>&bull; Government debentures, stocks and bonds<br/>&bull; Managed investment schemes<br/>&bull; Securities<br/>&bull; Superannuation<br/>&bull; SMSF<br/>&bull; Business Insurance, and<br/>&bull; Standard margin lending</p>

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Count Financial Limited