About Us

Advice Logic is conveniently located at 38 Princess Street, East Bundaberg. We are located on the edge of the city centre, on the main thoroughfare to Bargara with convenient parking at the door or around the corner in Mary Street. Office hours are 8.30am – 4.00pm Monday to Thursdays and Fridays by appointment. We also offer after hours and weekend appointments for the convenience of our clients.

Cassie has over 20 years experience in the Financial Services Industry. Over this time she has held various roles within the banking and finance sector. Cassie founded Advice Logic in 2019 in order to allow a more personalized service and a holistic approach to financial planning.

Cassie provides advice to a diverse range of clients requiring assistance in areas such as wealth creation, pre-retirement and retirement planning, estate planning and risk protection. Cassie has a hands on and personal approach which allows her a real insight into the client’s situation and the ability to offer solutions that work for clients to make a real difference.

As a financial adviser Cassie focuses on helping clients effectively manage, grow and protect their wealth. Cassie has a proven track record of building long-term partnerships with industry knowledge and a proactive and straightforward approach so her clients can make a clear, informed decision with confidence. Cassie’s commitment extends to both Ongoing Service clients as well as assisting new clients to achieve financial security.

QUALITY SOLUTIONS FOR YOU

Plan today to live a more comfortable tomorrow. Cassie has the knowledge and experience to assist you in planning for your financial security and independence. In particular, Cassie specialises in:

• Wealth accumulation and investment advice
• Tax Strategies
• Debt Management
• Income and Asset Protection
• Superannuation Review
• Self Managed Superannuation Fund (SMSF) Advice
• Retirement and Redundancy Planning
• Government Benefits
• Aged Care