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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Amanda's educational qualifications are as follows:
The products Amanda can advise you on are:
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
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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.
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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!
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Custom Wealth Solutions
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