MenuHeather Cassells CFP®
About Me
I am a passionate planner who enjoys working with clients planning today for their future tomorrow. Strong focus on the right strategies with area's of expertise in Retirement Planning, Investment, Superannuation, Personal Insurance, Debt management, Cash flow and accredited in Self Managed Superannuation funds and Aged Care strategies.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 24 Years -
Licensed By Viridian Advisory Pty Ltd
