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Our Team

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Our Team

An intro for the team at Advice Logic QLD.

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CASSIE BROCKWAY

SENIOR FINANCIAL ADVISER & DIRECTOR
CFP ®, GRADDIPFINPLAN(FP), CDEC

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Our Location

Shop 2, 38 Princess St
East Bundaberg QLD 4670

 
Operating Hours

8:30am – 4:00pm Monday – Thursday.
Fridays – by appointment only.

After hours appointments available upon request.

Casbro Financial Services Pty Ltd ABN 83 633 141 045 T/A Advice Logic & Cassandra Brockway are Authorised Representatives of Alliance Wealth Pty Ltd
ABN 93 161 647 007, Australian Financial Services Licensee number 449221

Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

The information in this document reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases, the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way.

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CASSIE BROCKWAY

SENIOR FINANCIAL ADVISER & DIRECTOR
CFP ®,GradDipFinPlan(FP), CDEC

Cassie is passionate about providing a personalised and holistic approach to financial planning. As a financial planner Cassie has a hands on, down to earth approach – taking the confusion out of investing and retirement planning. Cassie holds a Graduate Diploma of Financial Planning, is a Certified Financial Planner and a member of the Financial Planning Association.

Cassie has been providing financial advice to clients for the past 22 years and has assisted many clients achieve their goals sooner. Cassie believes that the more you understand about money the less you have to think about it.

Cassie’s experience includes providing advice on:

  • Pre-retirement planning
  • Wealth creation
  • Tax effective investment planning
  • Wealth protection
  • Centrelink strategies
  • Retirement

With her down to earth manner she is passionate about providing quality advice in an easy to understand manner, taking the confusion out of investing and retirement planning.

Cassie holds an Advance Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner (CFP). She is also a member of the Financial Planning Association (FPA).

Download Cassie’s full Planner Profile