Amanda Cassar™

Founder and Director

About
Amanda Cassar

 

Amanda is a writer, dreamer, author, blogger, regular traveler, business owner, friend, mother, wife and philanthropist. She loves good food, great wine, the company of her friends and family and a fabulous pair of heels. She totally believes that life is meant to be lived and has trekked the Bwindi Impenetrable Forest in Uganda to see the endangered Mountain Gorillas, has gone scuba diving from Lake Malawi to the Cook Islands and is currently working on getting her motorbike licence.

Amanda is also the sole Director of Wealth Planning Partners, a financial advisory firm and Trusted Aged Care Services, helping families navigate the maze of Aged Care. She is a proud supporter of the financial services industry and a champion for raising financial literacy levels.

Amanda is a member of four industry organisations, and has voluntarily taken the Banking and Finance Oath. Along with being a Premium Member and event partner with Business Chicks, she is a proud supporter of the charities The Hunger Project and Hands Across the Water. People often ask ‘how do you do it?’ And the truth is, with a great support network of friends, family and team.

Amanda Cassar is the co-founder and sole director of Wealth Planning Partners. She enjoys providing advice on Self Managed Super Funds and Risk mitigation strategies. When she’s not flitting around the world; learning or speaking at a Conference or out supporting The Hunger Project, she’s likely singing to herself somewhere or pottering around in the vegie patch, working on the next tomato or sweet potato harvest.

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:

  • » Completed Advanced Diploma of Financial Planning course (ADFP) at Deakin University
  • » Master of Financial Planning from University of Sunshine Coast (MFP)
  • » ACS Accredited Aged Care Specialist™
  • » SMSF Specialist Advisor™ (SSA)

Amanda’s memberships:

  • » Practitioner Member of the Association of Financial Advisers (AFA)
  • » Associate Practitioner of the Financial Planning Association of Australia (AFP®)
  • » SMSF Specialist Adviser™ of the Self Managed Super Fund Association (SMSFA)
  • » Member of the Million Dollar Round Table (MDRT)

Awards, Nominations And Achievements

Head Office

Suite 110, Level 1 Eastside,
232 Robina Town Centre Drive,
Robina, QLD, 4226

Brisbane Office

Level 3, 1 Breakfast Creek Rd,
Newstead, QLD 4006

Contact Us

Phone:  07 5593 0855
Email: info@wealthplanningpartners.com.au

Office Hours:
9am - 5pm Monday to Thursday
9am - 3pm Friday
(Other appointment times by request)

 

Registration

WPP Licensee Services Pty Ltd
110/232 Robina Town Centre Drive
Robina, QLD, 4226

www.wealthplanningpartners.com.au

AFSL No. 530393
ABN# 76 649 079 998

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