WHO WE ARE

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. We use “The WPP Way” to ensure you Secure, Build, Succeed.

Our Team

Founder and Director

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:

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

 

Growth Financial Top Adviser

 

Financial Services Guide – Issued 1 October 2018
Adviser Profile – Amanda Cassar

Life Insurance/Superannuation Deposit Products Managed Investments Securities
Senior Financial Adviser

Matt Tuson joined the WPP team in September 2019 bringing a wealth of experience from his former advice roles.

 

He specialises in Retirement, Aged Care and Centrelink advice and enjoys spending time with his two small children.

 

When out of the office, Matt can be found playing golf, fishing and playing darts competitively for Meakin Park.

Financial Adviser

Mitch Cassar works as a financial adviser for Wealth Planning Partners and specialises in Insurance and Superannuation advice.  When not suited up for work, Mitch is likely to be found riding his dirt bike, playing golf or computer games or taking his road bike out for a spin.  Mitch and his partner enjoy life in their flat with their fur baby cat, Ace.

 

Client Services Manager

Lovely Shayne Santillan is our Client Service Manager, based remotely. Shayne holds a bachelor’s degree in Management Accounting and has an impressive career in the insurance and finance sector.

 

She assists in filing client documents, insurance reviews and ensures client queries are completed.

 

When she isn’t glued to a computer screen, she spends time playing her guitar. She sings in weddings and parties too.

Administration Manager

Maddy Cassar is our Administration Manager and is the youngest member of the WPP team.

 

Maddy holds a Diploma of Specialist Makeup and enjoys helping out at photo shoots and glamming people up for gala balls, weddings and parties.

 

She can usually be found curled up somewhere with a colouring book and a good movie, preferably a Marvel one.