Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORWEST, NSW

Crysta Louise Conn

21 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000284424

Crysta Louise Conn is a financial adviser based in Norwest, New South Wales, with 21 years of experience in the financial services industry. Crysta is currently authorised under Akumin Financial Planning Pty Limited. Crysta holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Applied Finance) from University of Western Sydney.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Business (Applied Finance)
University of Western Sydney
2004
Diploma of Financial Services (Financial Planning)
Tribeca
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2009
Certificate IV Financial Services (Finance/Mortgage Broking)
Mortgage & Finance Association of Australia (MFAA)
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2012
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Feb 2005 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register