Casey Investment Group Information

Welcome to Casey Investment Group in Berwick, VIC! We can make it easy for you to apply for and be covered by the type of personal life insurance protection to suit your particular needs. Our free quotation service is your passport to affordable, uncomplicated insurance. About Casey Investment Group Casey Investment Group advises clients on their Superannuation and Retirement planning, Insurance Advice, Lifestyle Planning which includes Estate Planning and Investment Advice. Our focus is to provide peace of mind, empathy and simplify complex financial matters. We achieve this by establishing trust, obtaining comprehensive information about our client’s objectives and then providing clear communication and strategy to achieve their lifestyle and financial goals. Casey Investment Group has built it’s reputation on experience, respect, integrity and excellence in client service. Michael Molloy Pty Ltd trading as Casey Investment Group is a Corporate Authorised Representative of Aon Hewitt Financial Advice ABN 13 091 225 642 AFSL No: 239183. Our Mission Statement That the client benefits from the advice they receive, both financially and personally. That the client is offered the most appropriate product in the Marketplace. That the client receives personalised, efficient service. That our Business remains profitable, ensuring we can continue to provide advice that is in the client’s best interest, Product and Service they deserve. Michael Molloy ~ Financial Adviser Michael has over 25 years of experience in the Financial Services industry as a Financial Adviser. His focus has been on Risk Insurance, Superannuation and Retirement Planning. Michael holds an Advanced Diploma of Financial Services (Financial Planning). To access Michael Molloy’s adviser profile, click here Sharyn Mack ~ Office Manager Sharyn has over 25 years experience in the Life Insurance and Superannuation industry and previously worked at AMP head office for 20 years performing various roles in different departments including the role of Team Leader to a team of 15 staff. She has been at CIG for 17 years and along with Di looks after all of the administration for Casey Investment Group. Di Fox ~ Senior Administration Officer Di has over 25 years experience working for Insurance Brokers and large institutions such as AMP (head office and regional offices) working together with a team of Advisers coordinating and processing all of their work. Along with Sharyn, Di looks after all the administration work for Casey Investment Group and is in the office Monday to Thursday to answer any queries you may have. Ruth Janvier ~ Administration Officer Ruth has over 10 years experience in the Life Insurance industry and previously worked at MLC and NAB in various roles, including customer service, complaints and learning & development. Ruth assists with the administration work for Casey Investment Group and is in the office Tuesday to Thursday. DISCLOSURE: The support staff are not authorised to provide advice under the AHFA Australian Financial Services Licenses.