Philippa Cassidy

Senior Financial Advisor

Philippa has over 20 years experience as a Financial Adviser, including 5 years running her own financial services business.  She has held Senior Adviser and Managerial roles within two prominent Tasmanian Credit Unions & holds a Bachelor of Commerce along with a Diploma of Financial Planning.

Philippa prides herself on her professionalism and her ability to provide a superior level of service to all her clients. Whilst she deals with a wide range of clients at various stages of their lives Philippa specialises in retirement planning and wealth management.

While Philippa enjoys working with numbers, her real passion is working with her clients, understanding their needs and concerns and helping them achieve their goals.  Philippa is a great communicator and an even better listener, giving her the ability to provide personalised advice that is clear, precise and technically correct.

Philippa uses her skills and knowledge to assist her clients with:

  • Retirement planning
  • Financial planning
  • Investment analysis
  • Superannuation
  • Estate planning
  • Wealth creation & management
  • Wealth protection ie risk control, life insurance, income protection
  • Share advice
  • Aged Care advice

Whilst not working Philippa enjoys horse riding, walks with her dogs and spending time with her friends and family.

Contact Philippa Cassidy

Mobile 0409 567 755