Casey Financial Planning (trading as Casey Wealth Advisers) has been working in the Berwick and Pakenham areas since 2001. Throughout that time they have continued to help clients grow, manage and protect their wealth. They can help you create the financial security that lets you focus on what's really important in your life.
What can you expect from Casey Wealth?
They will ensure you never feel like a "number". They will build a relationship with you, not your file. They will take the time to really listen and understand you. There aim is to put you at ease, take the worry away and give you a feeling of confidence that you are in experienced hands.
Casey Wealth want to work with you on a plan for your future, and guide you through the process to get there, and they promise to always deliver on the commitments they make to you.
Casey Wealth Advisers is jointly owned by Lisa O'Sullivan and Casey Partners.
Lisa O'Sullivan
Certifield Financial Planner®
Member Firm Principal
lisa.osullivan@caseywealth.com.au
Lisa is a Certified Financial Planner® and holds a Diploma of Financial Planning from Deakin University. She has been in the banking and financial services industry for over 30 years and has been providing financial advice to clients since 1996.
Lisa worked for Westpac for 17 years in branch management and, later financial planning and advice, prior to starting this business in 2001.
"We love our client relationships, and enjoy catching up with each and every client and always hope they enjoy our meetings too. We need to like and trust each other as we will be working together for 20+ years!"
Lisa specialises in giving advice in the following areas:
- Self managed superannuation funds
- Retirement planning
- Centrelink maximisation strategies
- Aged care strategies
- Wealth creation & tax effective investments
- Estate planning
- Margin lending
Lisa is also active within professional associations such as Financial Planning Association of Australia.
Lisa is an authorised representative of Charter Financial Planning Limited, ASIC number 239815.
Haley Dore
Adv. Dip FP
Financial Planner / Client Services
Haley Dore joined Casey Wealth Advisers in 2009 as an administrative assistant. Haley has since completed the Diploma of Financial Services (Financial Planning) and the Advanced Diploma of Financial Planning while gaining experience across the business in all areas of administration and client services.
Haley has now moved into the role of adviser, and is currently undertaking a Masters of Financial Planning. As well as advising clients, Haley is also the firm's first point of contact for all client queries and continues to manage all administrative functions of the firm.
"I love my role as it allows me to have contact with clients every day. I really enjoy talking to clients and catching up with what's been happening in their lives."
Haley specialises in giving advice in the following areas:
- Personal insurances
- Retirement planning
- Centrelink maximisation strategies
- Aged care strategies
- Wealth creation
Haley is an associate member of the Financial Planning Association of Australia (FPA).
Haley is an authorised representative of Charter Financial Planning, ASIC number 470080.