About Us - Meet the team

Amanda Cassar

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 Pritchard

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

Australian Financial Services Ltd

Australian Financial Services Ltd (AFS) is a privately owned company belonging to our adviser and management shareholders. AFS is one of the largest non institutionally owned distribution groups of financial services in Australia, with representation in NSW, QLD, VIC, WA and SA.

AFS is the financial services licensee for the above financial planners.

For further information on AFS click here.

Meet the Team

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

Matt Cassar is the newest member to our team and is now the Executive Assistant to Amanda making sure her life runs as smoothly as possible. If you need to update your address with us, have some forms sent out or change your bank account details - Matt can manage it all for you.

Lorita Minogue has recently been employed as a receptionist. You may have the pleasure of speaking to her when you phone the office!