The whole process with Pat was informative and thorough, yet easy going and accommodating of our needs. He took the time to listen to our wants ad concerns and walked us through the options available for our finances.
ABOUTÂ PAT CASEY
Pat Casey is a 13-year senior executive turned Financial Planner, who has held executive management roles within Colonial First State and the Suncorp Group in their wealth management and financial planning divisions.
OURÂ 7 STEP PROCESS
Assure Wealth Pty Ltd ABN 31 965 466 780 Corporate Authorized Representative no. 1244817, Patrick Casey Sub Authorized Representative no. 1244748 of Alliance Wealth Pty Ltd ABN 93 161 647 007, an AFSL holder No 449221.