02 9089 1400

Financial Services Team


Derwood Magill
Director of Financial Services
CFP, BBus, JP

What making a difference means to me:

"Helping Australians achieve their financial and lifestyle goals is both a passion and privilege of mine. We specialise in relieving clients of the burden and complexities of managing their finances, allowing them to do what's important to them.

I've been a Financial Planner for over 10 years having come from private practice. I am a Certified Financial Planner which is the highest Financial Planning designation carrying worldwide recognition.

My role includes using my extensive experience in financial planning strategies and markets to advise individuals, companies and SMSF's and guide them through the "financial minefield". This gives our clients the confidence and peace of mind to achieve their goals and get what they want out of life."

 


 

Christifie Goldberg
Financial Services Administrator
Currently obtaining DipFP

What making a difference means to me:

"Taking pride in delivering client service excellence by providing high-level support and administration.

During my 20 years' experience in the Financial Services Industry, including 10 years as a Financial Services Administrator and various roles with NAB such as Branch Manager, Regional Executive Assistant and Financial Planners Assistant, before joining the team at Crofts Financial Services in 2014.

Continuing to work alongside Derwood Magill in our pursuit to successfully assist clients to reach their financials goals, we both value the relationships we have with our clients, and see the importance in taking the time to understand their needs and aspirations."

Partners in your success, providing practical, valuable recommendations and support that help you and your business prosper and grow.

Find out more about Crofts

Client Tools
Access a wide range of calculators, fact sheets, and links to useful websites to keep you up-to-date on the best ways to deliver your goals.
Contact Us
The quality of the relationship with our clients is what drives us to provide our best. Whether you need a simple answer or a more detailed response, we’ll be there for you.