Michael Molloy

Casey Investment Group

Silver
34 Yrs Experience
Berwick, VIC 3806
Michael has has been operating since 1988 in the Financial Services industry as a Financial Adviser and specialises in Superannuation, Risk insurance and Retirement Planning. Michael is the director and owner of Casey Investment Group where it can be made easy for you to apply for and be covered by the type of personal life insurance protection to suit your particular needs. A free quotation service is offered and is your passport to affordable, uncomplicated insurance. Michael holds an Advanced Diploma of Financial Services (Financial Planning) and has been individually authorised (Representative Number 237795) to provide financial product advice and deal in all of the below mentioned categories as a Director of Michael Molloy Pty Ltd on behalf of Aon Hewitt Financial Advice Limited: i. deposit and payment products limited to: a. basic deposit products; b. deposit products other than basic deposit products; ii. life products including: a. investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and b. life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; iii. interest in managed investment schemes including investor directed portfolio services; iv. retirement savings accounts (“RSA”) products (within the meaning of the Retirement Savings Account Act 1997); v. superannuation; and vi. standard margin lending facility.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1988
  • Years of experience 34
  • Highest qualifications
    • Advanced Diploma of Financial Services (Financial Planning)
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Casey Investment Group

Suite 10, 28-32 Gloucester Avenue
Berwick, VIC 3806

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"Michael helped me with my personal insurances and was extremely helpful especially given my little knowledge of these areas, he was able to find my something that suited my need, my family's needs and my budget and saved me money as well from my previous policies. Very happy and feeling secure for my future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • 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
  • Retirement & Pension

Qualifications & Training

Principles in Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2017

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2004

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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