Financial Adviser
· TAMWORTH, NSW
Crystal Mcgilvray
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306461
Crystal Mcgilvray is a financial adviser based in Tamworth, New South Wales, with 2 years of experience in the financial services industry. Crystal is currently authorised under Australian Financial Advisory Solutions Pty Ltd. Crystal 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2020
Diploma of Financial Planning
Monarch Institute
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2025
Super Concepts Specialist SMSF Course
University of Adelaide & SuperConcepts
2026
Margin Lending Specialist
Kaplan Professional
Registration History
Superannuation: Excludes Self Managed Superfund Advice.
Source: ASIC Financial Advisers Register