Cassandra Scoble

Iec Advisory Pty Ltd

5.00
1 Review
Silver
5 Yrs Experience
Dubbo, NSW 2830

Recent reviews

Iec Advisory Pty Ltd

Level 2, 211 Macquarie Street
Dubbo, NSW 2830

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Financial Planning
  • Language spoken
    • English

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Cassandra was very knowledgeble and help me realise where my expenditure was going. After tightening my budget she helped me with reducing my debt whilst also educating me on establishing a regular savings pattern into an investment portfolio. She assisted me get the insurance cover i needed and opened my eyes to features and benifits important to me i would of otherwised overlooked if i had done this myself."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Bachelor of Financial Planning

Level
7 - Bachelor Degree
Institution
Central Queensland University (CQU)
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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