Patrick Casey
Assure Wealth Pty Ltd
Pat is the Managing Director of Assure Wealth. Prior to this Pat Casey held executive management roles within Commonwealth Bank, Colonial First State and the Suncorp Group within wealth management and financial planning between 2003 to 2016.
Pat has built a reputation for providing high quality advice to a range of families, successful individuals, executives, and business owners.
Pat has a deep knowledge of helping couples in their 30’s, 40’s and 50’s, who’ve built successful careers or businesses, to help optimise their financial position by protecting the wealth they have built, removing the stress and complexity from managing their finances, and developing a plan to grow their wealth for the future.
Pat also works closely with people who are approaching retirement who are generally overwhelmed with the complexity that comes with retirement planning.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchFinancial advice fees are based on the scope and complexity of the work. All fees are disclosed and agreed upon before proceeding to engagement.
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 8
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Assure Wealth Pty Ltd
Level 5, 20 Bond St
Sydney, NSW 2000
Opening hours
- 9:00am – 5:00pm Monday – Wednesday, Friday
- 9:00am – 6:00pm Thursday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Walker Lane Pty Ltd
AFSL 509305
