Casey Kropman

Financial Momentum VIC Pty Ltd

Platinum
10 Yrs Experience
Sunbury, VIC 3429
I listen, I care and I will help you work through the problem or event that has got you thinking 'I might need some help working this one out'. I bring my experience, knowledge and toolkit of solutions and strategies to your aid to help deal with the issues that are bothering you and get you back to enjoying the things that matter most in your world.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.65
  • Number of reviews 15
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Financial Momentum VIC Pty Ltd

Suite 1A, 33-35 Macedon St
Sunbury, VIC 3429

Opening hours

  • 9:00am – 3:00pm Monday – Tuesday, Thursday
  • 9:00am – 5:00pm Wednesday, Friday

Licensed by

Count Financial Limited

AFSL 227232

4.65
15 Reviews
5
4
3
2
1
4.65
Clear communication
4.40
Knowledge & expertise
4.75
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 15

Sort by

4.50

"Casey is Good to work with"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"We have been pleased with the assistance and advice given by Casey. She is always very helpful and pleasant to deal with. We are confident she is looking after our affairs well. Betty and Warren"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Casey has always given us clear, constructive advice and always working within what we are comfortable with. Through Casey's knowledge and experience, we feel very confident that the advice give was exactly right for our need. We always feel Casey gives us her full attention and care. We wouldn't be happy with anyone else."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Casey has given me advice on financial matters including super and estate planning. She was clear and concise and alerted me to issues I hadn't consdered before. I felt she had my best interests front and center at all times."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I am very happy with Casey's contribution to my superannuation plan."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Casey has given my wife and me advice on retirement planning, addressing various related concerns in the process. Casey was truly exceptional in her ability to explain things to us in a clear way. Through Casey's knowledge and experience, I feel very confident that the advice given was right for our needs. We always received Casey's full care and attention when we needed it. Casey did a great job for us, and we can highly recommend her services."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"very happy with Casey handling our allocated pension account"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Casey has always shown a positive approach to managing our Financial Files and is able to provide the right advice when needed, to suit our changing lifestyle now and into the Future."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have had my last two end of financial year reviews with Casey. I have previously found these reviews to be totally boring, they usually consist of graphs and colored charts telling me where my money is and what will happen with it and what we might need to do in the future. As I say totally boring. That also might be my fault for not asking searching questions. Casey has shown interest in my existing situation where I will be if I don't tweak my strategy going forward with my day to day spending and superannuation spending. i have full confidence in the advice I have been given by Casey through her knowledge of the product and her willingness to put me on the right path for money management."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Casey had a ease in which we were able to understand how funds are managed for us. We came away from the meeting very confident with our financial arrangements."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
2000

Diploma

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

SMSF Specialist Advisor (SPAA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2012

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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