Financial Adviser
· SYDNEY, NSW
Patrick Damian Casey
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001244748
Patrick Damian Casey is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Patrick is currently authorised under Walker Lane Pty Ltd. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Wollongong. Patrick is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
University of Wollongong
2006
Graduate Diploma of Financial Planning
FINSIA
2016
Accredited Listed Product Adviser Program
Kaplan Professional
2016
Self Managed Superannuation Funds
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register