OUR FINANCIAL ADVISERS




    
        Our Financial Advisers
        
            Click each bio to learn more
        
    
 

  
               SCOTT KIRKWOOD
                DIRECTOR PRIVATE CLIENT ADVICE
            
        
         
        
            
                SCOTT KIRKWOOD
                DIRECTOR PRIVATE CLIENT ADVICE
            
        
        
        
            
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                Scott Kirkwood
                Director Private Client Advice
                CFP
(08) 8201 8333
scott@caveopartners.com.au
                Scott is responsible for developing our strategy and vision and is predominantly focused on providing high level professional financial planning advice to business owners, families, individuals and within the not for profit sector.  He is our most experienced Financial Adviser and holds the highest level of qualification within the profession being a Certified Financial Planner.


Scott has been providing financial advice to clients for over 25 years and formed his own financial planning practice back in 1989, over time this business became one of the best advice practices within the MLC and NAB group.  Scott is a leader and advice pioneer and was an earlier adopter of a professional fee for advice approach to ensure his clients receive complete transparency and totally independent advice.


These experiences have provided Scott with significant expertise and his ability to work with clients and provide strategic financial planning advice is unparalleled. He is very passionate about “Integrated Advice” and believes it is the best way to optimize a client’s overall financial wellbeing.

Scott is married with 3 children, loves AFL football and is a keen runner and cyclist.


                ADVICE AREAS
Strategic financial advice,  personal protection,  superannuation,  investments,  self-managed superannuation,  debt solution,  succession planning and  estate planning.
            
        
    

    


                    KATHRYN CASEY
                    FINANCIAL PLANNER
                

         
            
                
                    KATHRYN CASEY
                    FINANCIAL PLANNING
                
            
        
        
            
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                Kathryn Casey
                Financial Planning
                CFP
(08) 8201 8333
kathryn@caveopartners.com.au
                Kathryn is a Senior Financial Adviser at Caveo Partners and has over 20 years of experience as a Certified Financial Planner. She specializes in working with and advising pre-retirees and retirees and prides herself in building long term relationships with clients, always ensuring a common understanding of desired outcomes.


Kathryn can assist you to achieve your retirement objectives through her up to date knowledge of financial markets and government regulations.


Away from her professional role Kathryn is actively involved with Variety SA completing her ninth Variety Bash in 2016.


In addition, she is an active member of the Board of Management for the Brighton Surf Life Saving Club.


                ADVICE AREAS
Retirement Planning, Centerlink, Aged Care, Superannuation, Self Managed Superannuation, Investments, Personal Protection and Estate Planning.
            
        
    

    


                    JUSTIN PUTMAN
                    FINANCIAL PLANNER
                

         
            
                
                    JUSTIN PUTMAN
                    FINANCIAL PLANNER
                
            
        
        
            
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                Justin Putman
                Financial Planning
                CFP®; ADVDIP FS (FP) SSA
(08) 8201 8333
justin@caveopartners.com.au
                Justin is a Senior Financial Adviser and has been providing holistic integrated financial advice to clients for 14 years.


As a Certified Financial Planner and SMSF Specialist Adviser he uses his knowledge and expertise to develop tailored strategic and financial planning outcomes for individuals, families, professionals and the self-employed.

Understanding that every client is unique, he focuses on building strong and robust relationships with aim being to identify lifestyle and financial goals and objectives which can then be achieved through tailored financial planning, strategic and investment advice and regular ongoing monitoring.


Justin is married with 2 children and outside of work he enjoys spending time with family and friends and is a long-term active Venturer leader for Scouts Australia.


                ADVICE AREAS
Self-managed Superannuation Funds, Retirement Planning, Investments, Personal Protection and Estate Planning.
            
        
    
    
    


                    BEN NEWMAN
                    FINANCIAL ADVISOR
                

         
            
                
                    BEN NEWMAN
                    FINANCIAL ADVISOR
                
            
        
        
            
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                Ben Newman
                Financial Advisor
                B(BUS), ADVDIP (FP)
(08) 8201 8333
ben@caveopartners.com.au
                Ben is a Financial Adviser and has over 10 years’ experience in the Financial Planning. He holds a Bachelor of Business and an Advanced Diploma of Financial Planning.
 
Ben’s motivation comes from a strong desire to educate and guide his clients as they work towards achieving their financial goals. He focuses on personalised advice that will reflect the individual’s different life stages: whether that be purchasing a first home, wealth creation and pre/post retirement strategies.  Ben has a broad range of technical knowledge and experience, focussing in on his clients’ complete circumstances when giving advice.

Outside of work Ben is married with 2 boys and when not spending time with family is a sport tragic.