About us
Casey Financial Planning Pty Ltd has been operating in the financial planning industry since 2001, providing high quality service to a variety of clients — from small business owners, to retirees, to Self Managed Super Fund trustees, to high net worth individuals.
We offer our clients a range of services and financial solutions, covering wealth accumulation and wealth protection strategies so you can feel confident that your financial well being is being taken care of.
Through our highly qualified team of professionals, we can help you take control of your finances and your future.
About Genesys Wealth Advisers
Genesys has a network of around 350 wealth advisers in 130 practices across Australia, providing financial services to around 100,000 Australians, advising on more than $8 billion of investments and $80 million in annual individual risk insurance premiums (as at 31 March 2009). Genesys has the experience, the knowledge and resources to manage your wealth.
Your wealth adviser has access to the strength and resources of Genesys’ high quality investment and economic research, risk insurance and financial strategists along with powerful software tools to help establish and manage your investment portfolio. The end result is a powerful team working to build and enhance your wealth.