Financial Adviser
· PERTH, WA
Casey Huxtable
No disciplinary history on record with ASIC
PERTH,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271654
About Casey Huxtable
Casey Huxtable is a financial adviser based in Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Casey is currently authorised under Flinders Financial Services. Casey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Casey's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Casey is a member of SMSF Association.
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
2015
Diploma of Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Commercial Law
Kaplan Professional Education
Registration History
Securities: advice is limited to approved model portfolios only..
Representative is not authorised to advise on the following services currently available under the TG licence: 1) Managed investment schemes limited to MDA services. - 2) Derivatives limited to old law securities options contracts and warrants.
Casey Huxtable is not Authorised to provide financial product advice on Margin Lending Facilities.
Source: ASIC Financial Advisers Register