Casey Kropman

Financial Momentum VIC Pty Ltd

Platinum

12 Yrs Experience

Sunbury, VIC 3429

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I listen, I care and I will help you work through the problem or event that has got you thinking 'I might need some help working this one out'. I bring my experience, knowledge and toolkit of solutions and strategies to your aid to help deal with the issues that are bothering you and get you back to enjoying the things that matter most in your world.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets

5.00 October 2024

Casey was originally referred to me by word of mouth and has been invaluable to me in a difficult time. She has guided me with sensitivity, caring and of course her expertise in setting up and ensuring my ongoing and future financial stability. She has gone above and beyond to ensure my best interest financially with a genuineness that is rare these days. I now also refer her on to family and friends who need advice and assistance and they have found her to be just as helpful and knowledgeable.

4.50 September 2021

Casey is Good to work with

4.50 September 2021

We have been pleased with the assistance and advice given by Casey. She is always very helpful and pleasant to deal with. We are confident she is looking after our affairs well. Betty and Warren

5.00 August 2021

Casey has always given us clear, constructive advice and always working within what we are comfortable with. Through Casey's knowledge and experience, we feel very confident that the advice give was exactly right for our need. We always feel Casey gives us her full attention and care. We wouldn't be happy with anyone else.

5.00 March 2021

Casey has given me advice on financial matters including super and estate planning. She was clear and concise and alerted me to issues I hadn't consdered before. I felt she had my best interests front and center at all times.

Adviser status Platinum
Rating 4.77
Number of reviews 16
First year providing advice 2012
Years of experience 12
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

Financial Momentum VIC Pty Ltd

Suite 1A, 33-35 Macedon St
Sunbury, VIC 3429

Shop 10, 34a Hamilton Street, Gisborne VIC, Australia
Macedon Ranges, VIC 3437

9:00am – 3:00pm Monday – Tuesday, Thursday
9:00am – 5:00pm Wednesday, Friday

Count Financial Limited

AFSL 227232

Casey Kropman

Financial Momentum VIC Pty Ltd

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Financial Momentum VIC Pty Ltd

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Count Financial Limited