OUR ADVISERS

About us

Casey Wealth Advisers has been operating in the financial planning industry since 2001. We provide high quality service to a variety of clients including retirees, Self Managed Super Fund trustees, families and small business owners.

We offer our clients a range of services and financial solutions, covering wealth accumulation and wealth protection strategies so you can feel confident that your financial well being is being taken care of.

Casey Wealth Advisers has been built via word of mouth, and continues to grow via client referrals.

Lisa O’Sullivan

Certifield Financial Planner®
Member Firm Principal

lisa.osullivan@caseywealth.com.au


Lisa is a Certified Financial Planner® and holds a Diploma of Financial Planning from Deakin University. She has been in the banking and financial services industry for over 30 years and has been providing financial advice to clients since 1996.
Lisa worked for Westpac for 17 years in branch management and, later financial planning and advice, prior to starting this business in 2001.

"We love our client relationships, and enjoy catching up with each and every client and always hope they enjoy our meetings too. We need to like and trust each other as we will be working together for 20+ years!"

Lisa specialises in giving advice in the following areas:

  • Self managed superannuation funds
  • Retirement planning
  • Centrelink maximisation strategies
  • Aged care strategies
  • Wealth creation & tax effective investments
  • Estate planning
  • Margin lending

Lisa is also active within professional associations such as Financial Planning Association of Australia.

Lisa is an authorised representative of Charter Financial Planning Limited, ASIC number 239815.

Haley Dore


MFinPlan
Financial Planner / Client Services

haley.dore@caseywealth.com.au


Haley Dore joined Casey Wealth Advisers in 2009 as an administrative assistant. Haley has since completed the Diploma of Financial Services (Financial Planning) and the Advanced Diploma of Financial Planning while gaining experience across the business in all areas of administration and client services.
Haley has now moved into the role of adviser, and has completed a Masters of Financial Planning.

As well as advising clients, Haley is also the firm's first point of contact for all client queries and continues to manage all administrative functions of the firm.

"I love my role as it allows me to have contact with clients every day. I really enjoy talking to clients and catching up with what's been happening in their lives."

Haley specialises in giving advice in the following areas:

  • Personal insurances
  • Retirement planning
  • Centrelink maximisation strategies
  • Aged care strategies
  • Wealth creation

Haley is an associate member of the Financial Planning Association of Australia (FPA).

Haley is an authorised representative of Charter Financial Planning, ASIC number 470080.