Timothy Casey
Financial Adviser
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About
Timothy Casey is an ASIC-registered financial adviser dedicated to helping individuals and families in Mascot, NSW, achieve their financial goals. With a solid foundation built upon a Diploma of Financial Services (Financial Planning) from Mentor (2005), a Real Estate Certificate from the Real Estate Institute (2006), SMSF accreditation from Mentor (2013), an Advanced Diploma of Financial Planning from Mentor (2015) and soon to be completed Graduate Diploma of Financial Planning from Kaplan (2025), Timothy provides comprehensive and tailored financial advice. He is also a proud member of the Financial Advice Association of Australia (FAAA). Timothy is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He leverages this expertise to craft personalized strategies that address your unique circumstances and aspirations. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Timothy today to schedule a consultation and discover how he can help you achieve lasting financial security and peace of mind.
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Frequently Asked Questions
What types of financial advice does Timothy Casey provide?
Timothy Casey provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Timothy Casey's qualifications?
Timothy holds a Diploma of Financial Services (Financial Planning), a Real Estate Certificate, SMSF accreditation, an Advanced Diploma of Financial Planning and Graduate Diploma of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Timothy Casey develop a financial plan for clients?
Timothy works closely with each client to understand their financial situation, goals, and risk tolerance. He then develops a personalized plan that addresses their specific needs and helps them achieve their objectives.
What can I expect during my first meeting with Timothy Casey?
During your first meeting, Timothy will discuss your financial goals, gather information about your current situation, and explain his approach to financial planning. This is a great opportunity to ask questions and determine if Timothy is the right fit for you.
Does Timothy Casey specialize in any particular area of financial planning?
Timothy specializes in providing advice on wealth management, retirement planning, and superannuation strategies to help individuals and families build long-term financial security.
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