Patrick Casey

Located in Sydney

Works at Assure Wealth

Location

Company name

Year's Experience

Sydney

Assure Wealth

on Assure Wealth's website

About

Pat is the Managing Director of Assure Wealth.

Prior to this Pat Casey held executive management roles within Commonwealth Bank, Colonial First State and the Suncorp Group in within wealth management and financial planning between 2003 to 2016.

Pat has built a reputation for providing high quality advice to a range of families, successful individuals, executives, and business owners.

Pat has a deep knowledge of helping couples in their 30’s, 40’s and 50’s, who’ve built successful careers or businesses, to help optimise their financial position by protecting the wealth they have built, removing the stress and complexity from managing their finances, and developing a plan to grow their wealth for the future.

Pat also works closely with people who are approaching retirement who are generally overwhelmed with the complexity that comes with retirement planning.

Services

– Retirement Planning

– Wealth Creation

– Superannuation

– SMSFs

– Estate Planning

Key information

Highest qualification

Bachelor of Commerce (Economics) – University of Wollongong, SMSF Specialist Adviser, GradDipFinPlan FINSIA

Industry membership

AFA

Indicative Fees

Limited Advice

Initial fees depend on the scope of the personal financial advice to be provided

Comprehensive Advice

Initial fees depend on the scope of the personal financial advice to be provided

Details

Personal financial advice fees are quoted and agreed to in advance before commencing any work