Mitch Cassar

Wealth Planning Partners

Gold
5 Yrs Experience
Robina, QLD 4226
I am pleased to be part of the team at Wealth Planning Partners and have a particular interest in superannuation & risk protection strategies. I believe that no finanical plan is complete with taking the time to mitigate the risks that can occur from accident and illnesses. We assist our clients with The WPP Way: Secure, Build, Succeed. We are very pleased as a team that some of the profits of Wealth Planning Partners each year support financial literacy and poverty alleviation via The Hunger Project. I recently completed my Graduate Diploma of Financial Planning with Kaplan. In my spare time, you can find me riding motorbikes, dirt bikes or working on cars.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our fees can vary depending on scope and required complexity of advice.

Initial contact is fee and we determine what the fee will be.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Wealth Planning Partners

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

Opening hours

  • 9:00am – 5:00pm Monday – Thursday
  • 9:00am – 3:00pm Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Wpp Licensee Services Pty Ltd

AFSL 530393

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Mitch provided me with advice on superannuation, life insurance and tax minimisation strategies in an orderly and understandable fashion. Mitch has maximised my superannuation savings and setup new personal insurances, to make sure my family will be looked after in the event of any tragedies. I would recommend you speak with Mitch if you are curious about superannuation or personal insurances."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Tax Strategies

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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