Caswell & Associates

Caswell & Associates is a privately owned, specialist financial services organisation established in June 1999; in February 2011 Caswell & Associates merged with Poynter Hargraves Financial Consultants under the Australian Financial Services License No. 237846; Poynter Hargraves is not owned by any product or service provider therefore we manage the business to benefit our clients, providing appropriate advice to enhance their financial security. We have established relationships with many leading financial institutions enabling us to offer a myriad of solutions to meet clients' objectives. We are proud to point out that our professional staff has extensive industry experience averaging over 15 years in the Financial Services industry; this experience coupled with relevant tertiary qualifications ensures both comprehensive and quality strategic solutions. As a practice we actively encourage ongoing training and development to ensure that we keep abreast of the constantly changing legislative and compliance framework; and the dynamic economic and investment landscape. In addition to our in-house expertise Poynter Hargraves access specialist research and technical resources, which means clients benefit from the latest research, opportunities and legislative changes, all contributing to our comprehensive financial advice strategies.
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Employee Count: 5
Keywords: financial services