CRC Team
Our team at CRC Financial Services is made up of financial planners, insurance specialists, mortgage brokers, accounting staff and support staff.
Financial Planning:
Byron Arnold - David Allen - David Graney - Shane Johnson - Wayne Morgan
General Insurance
Dennis Cornish
Finance/Mortgage Broking
Peter Crosswell - Matthew Stewart
Accounting
Garry Sargent
Support Staff
Karen - Cassandra - Gaelene - Nicole - Britt - Andrea - Stacey
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Byron Arnold Byron is our Managing Director and Principal Financial Planner.
An expert in all areas of financial planning, Byron enjoys helping our clients set and reach their personal and financial goals.
Byron's 24 years of industry experience include 18 years as an adviser. He is a Certified Financial Planner, an Authorised Representative of Charter Financial Planning, and a Fellow of the Australian Institute of Company Directors. He also holds an Advanced Diploma of Financial Planning, and a Certificate of Business Studies majoring in accounting.
Byron likes playing sport and keeping fit, motorcycling, and spending time with his family, friends and pets.
David Allen 
David Allen is a Senior Financial Planner with CRC Financial Services.
David focuses on investment strategies, administration of self managed super funds, estate planning, and Centrelink advice
David is a Certified Financial Planner, an accredited "Specialist SMSF Adviser" and an Authorised Representative of Charter Financial Planning. David has been an adviser for eight years. Prior to joining us he worked in a variety of public sector roles.
David is married with two school-age daughters. He loves spending time with his family, travelling, reading, and enjoying the great outdoors.
David GraneyDavid Graney has 27 years experience advising in financial planning and insurance.
David has a Diploma of Financial Planning and has a Bachelor of Science in Surveying.
Married with three adult children, David is a passionate yachtsman and enjoys racing and umpiring. He is a keen Essendon supporter.
Shane JohnsonShane has been with CRC Financial Services for 14 years. He specialises in advising individuals, business owners and professionals on personal insurance.
His 33 years of experience in the financial services industry include 14 years with CRC Financial Services. He has previously worked with T&G, National Mutual, and as a Manager for AGC. He holds a Diploma of Financial Planning.
Wayne MorganWayne focuses on helping our clients with personal insurance, business protection and succession, and superannuation.
Wayne has been an adviser for 10 years. He holds an Advanced Diploma of Financial Planning and is an Authorised Representative of Charter Financial Planning. He has also been a jewellery store proprietor and an events manager.
Wayne is married with three adult children. He enjoys spending time with his family, bushwalking and cooking, and is a passionate supporter of the St Kilda football club.
Dennis CornishDennis is the founding director of CRC Financial Services.
Dennis is a general insurance specialist. His main focus is helping small to medium enterprises and professionals protect their income and assets.
Dennis has 23 years' experience in financial services. He is an Authorised Representative of CGU Insurance Limited and QBE Insurance (Australia) Limited, and holds a Diploma of Financial Planning.
Dennis is married with three adult children and is a doting grandfather.
Peter CrosswellPeter is our senior finance broker. Coming from a banking background, Peter was a senior manager with the former Trust Bank of Tasmania. He focuses on giving professional lending advice to our clients.
Peter holds a Diploma of Mortgage Lending. He is an Associate Member of the Mortgage and Finance Association of Australia (MFAA), and has a seat on the MFAA State Council for the Tasmania sector.
Peter is an avid supporter of North Hobart in the local football league and Carlton in the AFL.
He is married with two sons.
Matthew StewartMatthew joined the team in February 2007, and since has had experience in all the services CRC provide.
Matthew has completed his Certificate IV in Financial Services (Finance/Mortgage Broking), and is an Accredited Mortgage Consultant and Full Member of the MFAA. In 2009 Matthew passed his Diploma of Fiancial Planning: ELC.
Currently Matthew is primarily a support staff member however is heavily involved in the finance area and sees being part of CRC as a long-term partnership which will see him taking on a more senior role in the future.
Matthew has umpired football in the VFL and currently competes at a national level in ballroom dancing.
Garry SargentGarry has 20 years public practice experience in the accounting profession, and brings a wealth and depth of experience to our team.
He holds a Bachelor of Commerce, Certified Practicing Accountant (CPA) and is a Registered Tax Agent.
Practicing as “CRC Accounting”, Garry offers a comprehensive range of accounting services to clients.
Garry is married and has two daughters. He enjoys fishing camping and gardening.
Garry also participates in a wide range of sporting and community activities and is a keen supporter of the Carlton and Liverpool football teams.
Karen Maguire
Karen has been employed by CRC for over 4 years, and has practical experience in all areas of the business. Prior to this Karen had worked in the general insurance industry for over 6 years.
Karen has completed her Certificate IV in Financial Services (Mortgage/Finance Broking) and is also well on her way to obtaining her Diploma of Financial Planning.
Karen's current role in the practice is as a Senior Administrator and Supervisor. Karen ultimately wishes to become a Customer Service Advisor within CRC.
Nicole RobbinsNicole has been employed by CRC for over 3 years. Nicole supervises the ongoing reviews for financial planning clients. Nicole’s goal is to work towards a Customer Service adviser within CRC Financial Services.
Nicole is well on her way to completing her Diploma of Financial Planning.
Andréa Weichelt
Andréa joined CRC Financial Services in February 2007, and has experience in the Financial Planning and Personal Insurance side of CRC.
Andréa holds a Bachelor of Commerce and has started to complete her Diploma of Financial Planning.
Currently Andréa is a support staff member, however she is committed to CRC and is working towards a more senior role as a financial planner.
Andréa is heavily involved with the Tasmania University Rock-Climbing Club and can be found adventuring both indoor and outdoor...wherever climbing is involved!
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Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee
Licensee Number 234 665. Principal Address: Level 9, 750 Collins Street, Docklands, Vic, 3000.
Charter Financial Planning is a principal member of the Financial Planning Association.