Kathryn Casey

Caveo Partners Wealth Pty Ltd

5.00
4 Reviews
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