Financial Adviser · MASCOT, NSW

Timothy Casey

MASCOT, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000287643

Currently at

The Trustee For The Provident Super Strategies Trust

Mascot, NSW (firm address)

View firm profile

Timothy Casey is a financial adviser based in Mascot, New South Wales, with 22 years of experience in the financial services industry since 2004. Timothy is currently authorised under Provident Super Strategies (Aust), operating through The Trustee For The Provident Super Strategies Trust. Timothy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Timothy's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Timothy 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

2005

Diploma of Financial Services (Financial Planning)

Mentor

2006

Real Estate Certificate

Real Estate Institute

2013

Self Managed Superannuation Funds

Mentor

2015

Advanced Diploma of Financial Planning

Mentor

2025

Graduate Diploma of Financial Planning

Kaplan

Registration History

Provident Super Strategies (Aust) Pty Ltd

Apr 2024 - Present Current

Havana Financial Services Pty Ltd

Dec 2023 - Apr 2024 Ceased

Cip Licensing Limited

Sep 2018 - Nov 2023 Ceased

SOLAR FINANCIAL ADVISORY PTY LTD

Feb 2013 - Sep 2018 Ceased

AFFINIA FINANCIAL ADVISERS PTY LTD

Jul 2012 - Feb 2013 Ceased

INSIGNIA PLATFORMS PTY LTD

Aug 2008 - Feb 2012 Ceased

Source: ASIC Financial Advisers Register