Our People

Executive team
Meet our executive team

Principal Advisers
Meet our principal advisers

Crystal White

Financial Adviser
Authorised Representative No. 384577

Professional qualifications

Bachelor of Finance
Diploma of Financial Planning

Specialist areas

  • Superannuation and Rollover Advice
  • Wealth Creation
  • Redundancy and Retirement Advice
  • Tax Minimisation
  • Insurance and Risk Management
  • Estate and Will Planning

Experience

Crystal has over five years experience in the financial services industry. During this time she has had extensive experience formulating financial plans in her role as a Strategy Analyst for Prosperity.

Crystal is an Authorised Representative of Primeplan Securities Pty Ltd and is competent to provide advice with respect to the full suite of financial planning services.