Cassandra Sorby-Adams

Wagtail Wealth

Gold
10 Yrs Experience
Tranmere, SA 5073

Recent reviews

Wagtail Wealth

44B Barons St
Tranmere, SA 5073

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2015
  • Years of experience 10
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135