Crispin & Jeffery are more than just an accounting firm, and we take this opportunity to reacquaint you with the financial planning division of the firm, C&J Financial Services.
C&J Financial Services supports our clients to achieve personal and business goals by offering a fully integrated advisory service, including Wealth Management, Superannuation and Insurance, all from one place, in a complete and seamless way.
To offer this complement of services, Crispin & Jeffery has formed a strategic partnership with a Prime, a specialist wealth management firm (Primestock Securities Ltd AFSL No. 239180).
This partnership means C&J Financial Services is able to support and guide our clients towards a truly successful financial future.
To learn more about C&J Financial Services, click HERE.
We'd also like to introduce the advisory team at C&J Financial Services, Brent Quinn and Ben Travers.
This information does not take into account your objectives, financial situation or needs. Before acting on this information, you should consider whether it is appropriate to your situation. It is recommended that you obtain financial, legal and taxation advice before making any financial investment decision.
C&J Financial Services is a Corporate Authorised Representative (No. 323991) of Primestock Securities Ltd AFSL No. 239180, and we have integrated Prime's wealth management advisory model into our business to offer our clients a 'total financial experience' across Accounting & Tax | Wealth Management & Asset Protection.
Crispin & Jeffery Financial Services Pty Ltd are Corporate Authorised Representatives (No. 323911) of Primestock Securities Ltd AFSL No. 239180.
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