WHO WE ARE

Wealth Planning Partners are in business to ensure you succeed financially with a carefully structured plan. We will help you arrange both asset protection and wealth creation via appropriate strategies tailored to your individual needs.  We use “The WPP Way” to ensure you Secure, Build, Succeed.

Our Team

Financial Adviser

 

 

Amanda has been involved in the Finance and Insurance Industry since 1991. Amanda’s particular passion is making sure all families have adequate Risk Protection strategies in place and then look to Wealth Creation for their future, with a view to Retiring in Style!

 

Amanda’s educational qualifications are as follows:

  • PS146 Compliance Program
  • Associate Practitioner of the Financial Planning Association of Australia (AFPA)
  • Completed Diploma of Financial Planning course (Dip FP) at Deakin University
  • Member of the Association of Financial Advisers (AFA)

The products Amanda can advise you on are:

  • Life Insurance
  • Superannuation
  • Managed Investments
  • Securities
  • Deposit Products

 

Amanda has recently completed studying her Masters in Financial Planning (MFP) via the University of Sunshine Coast.

 

Financial Services Guide – Issued 12 March 2014
Adviser Profile-Amanda Cassar

Life Insurance/Superannuation Deposit Products Managed Investments Securities
Client Services
Admin Officer
Practice Manager

 

Leanne joined the Wealth Planning Partners team in 2010 as Administration Manager and manages a team of three advisers.  She is there to take care of all our clients administration needs and has also recently completed her Diploma of Financial Planning (Financial Services.)
Leanne assists Amanda in managing and reviewing her clients to ensure that their best interests needs are met and strategies remain appropriate over time.
Leanne is available on the office number 07 5593 6895 or via email leanne@wealthplanningpartners.com.au

 

FSG – Issued 12 March 2014

Adviser Profile-Leanne Brazel