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.

 

 

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