Patrick Casey Financial Planner Report

Name:
Patrick Damian Casey

Rep Number:
001244748

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-07-09 onwards

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Assure Wealth Pty Limited

Licence Number:
001244817

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan Professional
Accredited Listed Product Adviser Program
University of Wollongong
Bachelor of Commerce
FINSIA
Graduate Diploma of Financial Planning
Kaplan Professional
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)