Kathryn Casey

Caveo Partners Wealth Pty Ltd

Silver
24 Yrs Experience
Adelaide, SA 5000
Kathryn commenced advising in 1997 and in 2001 established her own practice, Premium Wealth Partners located in the inner Southern region of Adelaide. In April 2015, joined Caveo Partners as Senior Adviser bringing all her clients under the Caveo banner. Kathryn has a Diploma of Financial Services and is a Certified Financial Planner (CFP).  Also has a background in accounting with a Diploma in Personnel and Industrial Relations.  A strong backgroun in small to medium business and human resources enables Kathryn to communicate with people at all levels. Kathryn has served on the Chapter Committee of Financial Planning Assocaition (FPA) for 3 years.  Held the position on Director of Youth and Vice President Community Service of Rotary Club of Adelaide.  Currently is the Sponsorship Director of the Brighton Surf Life Saving Club. Main focus is pre retirees and retirees and helping clients make the transition from the workforce to retirement, whether it be on a part time basis or complete retirement. Although the main goal is to have financial peace of mind there are always personal and family issues that must be considered. Building a long term relationship with clients is one of best parts of the job. Interests outside of busines is being involved in Variety SA - the children's charity. Commenced bashing in 2008 and formed Car Diva and the now the theme is the Pirates.  Over the last 8 years has raised approximately $200,000 for the children of SA. Having a passion for the outdoors, trekked the Kokoda Track for Guide Dogs and in 2010 joined Jane Doyle (Channel 7)and 11 another women on a trek through the jungles of Borneo to raise funds for the Flinders Medical Research Foundation into  Breast Cancer.  Other interests are, travel, gardening and spending time with family & friends.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Caveo Partners Wealth Pty Ltd

Level 1, 11 Halifax St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

5.00
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"For a number of years Kathryn has provided us excellent advice with our financial investments including recommendations with Superannuation on retirement. This advice has proven to be very effective through difficult and uncertain economic times during this period. We have no hesitation in recommending Kathryn to anyone, having found her to be a very knowledgeable, ethical and empathetic professional who cares about her clients financial welfare."

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kathryn is always very supportive and provides the best advice to suit my individual needs. She always keeps abreast with any budget and global financial changes.. I have complete confidence and trust that Kathryn will always provide me with updated knowledge to assist me with planning for my retirement."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very professional. Offers sound advice and has helped us plan for our retirement."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kathryn has provided excellent advice and service to our family over a long period of time. Kathryn's experience and vast knowledge of all Financial matters gives us great confidence when making decisions and planning for our future. I would have no hesitation in recommending Kathryn to anyone, you can be assured of expert, friendly, excellent service and advice...second to none."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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