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Mitchell Brown

Financial Adviser

Crest Financial Services Pty Ltd
East Maitland, NSW 2323

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About

Mitchell Brown is an ASIC-registered financial adviser based in East Maitland, NSW, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. Mitchell holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2021), providing him with a strong foundation in financial principles and strategies. While not currently holding any professional memberships, Mitchell is committed to upholding the highest ethical standards and providing transparent, client-focused advice. Mitchell is authorized to provide advice on a comprehensive range of financial products, ensuring that your financial plan is tailored to your unique needs and circumstances. He can assist you with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Mitchell provides expert guidance and personalized solutions. His commitment to ongoing professional development ensures that he stays abreast of the latest industry trends and regulations, providing you with the most up-to-date and effective advice. Ready to take control of your financial future? Contact Mitchell Brown today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice Risk management

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000234665

Verify on ASIC Register

Authorised Representative Number

001307203

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Mitchell Brown offer?

Mitchell Brown specializes in providing advice on superannuation, insurance, wealth management, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He can help you with all aspects of your financial journey.

What qualifications does Mitchell Brown have?

Mitchell Brown holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2021).

What is Mitchell Brown's approach to financial planning?

Mitchell Brown takes a client-focused approach, tailoring financial plans to meet the unique needs and goals of each individual. He prioritizes clear communication and transparency to ensure clients are well-informed and confident in their financial decisions.

How does the financial planning process work with Mitchell Brown?

The process typically begins with an initial consultation to discuss your financial situation and goals. From there, Mitchell will develop a personalized financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews will ensure your plan remains aligned with your evolving needs.

What should I expect during my first meeting with Mitchell Brown?

During your first meeting, you can expect a friendly and informative discussion about your financial goals, current situation, and any concerns you may have. Mitchell will explain his services in detail and answer any questions you may have, helping you determine if he is the right fit for your needs.

Get in Touch

Contact Mitchell directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.