In the Media / Videos

BUSINESS NEWS

Driving the Positive Evolution of Financial Advice

It’s one thing to recognise Financial Abuse, it’s another to know how to handle it as a Financial Adviser. Does your licensee have resources to help when you see signs of Financial Abuse? If you’re self-licensed, do you have a strategic plan to support your Advisers and clients?

Amanda Cassar is the director and Advisor behind Wealth Planning Partners and Trusted Aged Care Services. When it comes to Financial Services, she thinks globally but acts locally and is super passionate about raising financial literacy levels.

Listen to Podcast >

14 January, 2020

302 dealing with financial abuse (and how to spot it)

Listen to Podcast >

12 September, 2018

Amanda Cassar – on working with family members, being a part of a global community and the challenges of writing a book!

Amanda has achieved a lot in her nearly 20 years in Financial Planning – but she isn’t anywhere near done yet! Owning and running a successful firm on the Gold Coast (Queensland, Australia) with over 200 active clients and a team of 5, she could very easily fill her days with client work, and then enjoy the beautiful Gold Coast weather. But Amanda wants to give back to the Advice community that has given her so much, and she does that through her role as the Queensland State Chair of MDRT.

Listen to Podcast >