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Edward Caddle

Financial Adviser

Sweetwater Financial Management Pty Ltd
Maroubra, NSW 2035

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About

Edward Caddle is an ASIC-registered financial adviser based in Maroubra, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Edward combines extensive academic qualifications, including a Bachelor of Science and Certificate of Technology from Royal Melbourne Institute of Technology (1982), a Master of Business Administration from the University of Sydney (1999), and certification as a Certified Financial Planner with the Financial Planning Association (2005), to deliver informed and strategic solutions. Authorised to provide advice on a broad range of financial products, Edward specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is equipped to guide you through Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice and planning • Comprehensive insurance solutions • Strategic wealth management • Tailored retirement planning • Investment advice and portfolio management Ready to take control of your financial future? Contact Edward today for a consultation and discover how personalised financial advice can help you achieve your dreams.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation strategies Wealth accumulation Insurance solutions Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000246638

Verify on ASIC Register

Authorised Representative Number

000295660

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Edward Caddle offer?

Edward Caddle provides a range of financial advice services, including superannuation advice, insurance, wealth management, and retirement planning. He is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Edward Caddle have?

Edward holds a Bachelor of Science and Certificate of Technology from Royal Melbourne Institute of Technology (1982), a Master of Business Administration from the University of Sydney (1999), and is a Certified Financial Planner with the Financial Planning Association (2005).

How does Edward Caddle approach financial planning?

Edward Caddle takes a personalised approach, understanding your unique financial situation and goals before developing a tailored plan. This involves assessing your current financial position, identifying your objectives, and creating strategies to achieve them.

What can I expect during my first meeting with Edward Caddle?

During your initial consultation, Edward will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for you to get to know Edward, understand his approach, and determine if he is the right financial adviser for you.

Why should I choose Edward Caddle as my financial advisor?

Edward combines extensive qualifications with a commitment to providing personalised and strategic advice. His comprehensive understanding of financial products and dedication to client success make him a trusted partner in achieving your financial goals.

Get in Touch

Contact Edward directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.