Jared Casement
Financial Adviser
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About
Jared Casement is an ASIC-registered financial adviser based in Doncaster, VIC, dedicated to helping Australians achieve their financial goals with clarity and confidence. With a strong foundation built upon an Advanced Diploma and Diploma in Financial Services (Financial Planning) from Kaplan Australia (2004), Jared further solidified his expertise by earning the prestigious Certified Financial Planner (CFP) designation from the Financial Planning Association (FPA) in 2012. As an active member of the Financial Advice Association of Australia (FAAA), he stays at the forefront of industry best practices. Jared is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet individual needs. These include superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. With a client-centric approach, Jared focuses on building long-term relationships based on trust, transparency, and exceptional service. He is committed to providing clear, easy-to-understand advice that empowers clients to make informed decisions. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Jared today to schedule a consultation and discover how he can help you achieve your goals.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jared Casement offer?
Jared Casement provides advice on a wide array of financial matters, including superannuation, insurance, wealth management, retirement planning, and investments. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Jared Casement have?
Jared holds an Advanced Diploma and Diploma in Financial Services (Financial Planning) from Kaplan Australia (2004) and is a Certified Financial Planner (CFP) since 2012. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Jared?
During your initial consultation, Jared will take the time to understand your financial situation, goals, and risk tolerance. He will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity to determine if his services are a good fit for your needs.
How does Jared Casement stay up-to-date with the latest financial regulations and trends?
As a member of the Financial Advice Association of Australia (FAAA) and a CFP professional, Jared is committed to ongoing professional development. He regularly attends industry conferences, participates in training programs, and stays informed about changes in financial regulations and market trends.
What is the process for becoming a client of Jared Casement?
The first step is to schedule an initial consultation. Following this meeting, if you decide to proceed, Jared will develop a tailored financial plan based on your specific needs and goals. He will then work with you to implement the plan and provide ongoing support and advice.
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