About Us

Wealth Planning Partners Mission Statement

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.

 

Our Team

 

 

Amanda Cassar

Trevor Pritchard

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Trevor

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

 

 

Click to see Amanda's Financial Services Guide

 


Trevor has been associated with the Insurance Industry for over 35 years, starting with Barclay’s Life in the UK.

 

After moving to Australia in 1980, he joined City Mutual, which then became Capita, and then merged with MLC in 1990.During that time, Trevor has strived to keep up to date with the changes constantly going on in the industry to be able to best service his clients.

 

This is proved by his large and loyal client base, with some customers going back many years.

 

Click to see Trevor's Financial Services Guide

 

 

Meet the Team

 

When you call the office, you will likely speak to one of our fabulous support team....

 

Leanne Brazel also manages Administration for Amanda and keeps the ‘back office’ running smoothly, busily scanning, shredding and keeping up with data entry!

 

Lorita & Marissa Minogue share receptionist duties for Trevor.  You may have the pleasure of speaking to either of the girls when you phone Trevor’s office!

 

Custom Wealth Solutions


Custom Wealth SolutionsCustom Wealth Solutions Dealer Services are one of Australia’s newest and most dynamic Financial Services Dealer Groups providing business coaching, infrastructure and compliance support to the Financial Planning and Life Insurance industry. Custom Wealth Solutions is a privately owned Financial Services Company. Directed by a board of industry professionals from Funds Management, Financial Advice, Retail and Corporate Banking and Accounting, Custom Wealth Solutions delivers experience and confidence to industry professionals and clients alike.

 


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Wealth Planning Partners Pty Ltd
Australian Financial Services Licence Number 301642
Custom Wealth Solutions Dealer Services Pty Ltd  ABN 86 110 682 196
Head Office Address: P O Box 812  Hamilton Central  QLD  4007

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