Cassie De Luca Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Cassie De Luca is aware that the right advice can make the difference between a good life and a great one. She is passionate about partnership and purpose and believes these are key to creating great outcomes.
By building long-term and trusted relationships, Cassie takes the time to help her clients articulate their individual goals and understand how these fit together to form a bigger picture. She helps you to identify not just the what but also the why to help ensure that the right structures and strategies are put in place.
Cassie understands that everyone’s situation is unique and that the options available can be both vast and daunting. By coming alongside you to clarify the complex, she helps you to navigate your financial journey with confidence. Empowering you to make informed financial decisions with ease, Cassie also helps give you back valuable time so that you can focus on other things that are important to you.
Cassie loves helping others work towards living the life they want as well as enjoying the life they have now. Cassie believes you should live your best life – always – and in her own life outside of work she enjoys staying active through Pilates, Yoga, tennis and field hockey.
- Bachelor of Commerce with Distinction – majoring in Financial Planning (Deakin University)
- Diploma in Financial Services
Areas of expertise
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Investment and Portfolio Construction
- Working in Financial Services since 2013