Tim Casey

Provident Super Strategies

Gold
18 Yrs Experience
Mascot, NSW 2020

Recent reviews

Provident Super Strategies

Aero 247 Suite 6.03, 247 Coward Street
Mascot, NSW 2020

Opening hours

  • 8:00am – 4:00pm Friday
  • 8:00am – 5:00pm Monday – Thursday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 18
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Cip Licensing Limited

AFSL 471728

4.90
18 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"Tim and the staff are very friendly and attentive. Would recommend them to others looking for financial services and advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since meeting Tim we now have peace of mind of about our financial security. We are now excited about our secure retirement and what it will hold for us! We are so happy we got connected with Tim and his team."

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

"Tim and his team made the whole process easy to follow, with helpful advice along the way. We wished we had started this process years ago."

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

"Tim is very down to earh and straightforward and manages to explain complex financial comcepts in an accessible way. His team disolays the same level of professionalism and friendliness too."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tim is easy to talk to and approachable. He communicates strategies which appear complex in nature, in way which makes it easy to understand."

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

"friendly professional service."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"A very Professional financial services provider."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely professional and knowledgeable in the SMSF strategies in relating to property. Happy to recommend."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"From when we first met Tim he has been positive in advising strategies to enable us to achieve a realistic retirement plan."

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

"Thanks to Tim we now have a positive retirement strategy. Highly recommend Provident."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

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

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

Qualifications & Training

Real Estate Certificate

Level
0 - Training / Exam / Other
Institution
Real Estate Institute of New South Wales (REINSW)
Completed
2006

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2015

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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