Amanda Cassar Cassar

Wealth Planning Partners

Platinum
21 Yrs Experience
Robina, QLD 4226
I am the Director of Wealth Planning Partners and also Trusted Aged Care Services and have been working in financial services since 1991. I am passionate about helping my clients. I use The WPP Way: to "Secure, Build and Succeed." I assist clients Australia wide to get their finances together and build a great future, also assisting families with their Aged Care needs. I've studied hard and hold a Masters Degree in Financial Planning, a Specialist SMSF Adviser accreditation (SSA) and am an Accredited Aged Care Professional.   I take ongoing education very seriously to stay up to date with the constant changes in the world of finance. I'm a very social adviser and can be found on Twitter, LinkedIn, Instagram, Pinterest, and Facebook, so please connect or follow to find out more! Outside of office hours, I've been privileged to work with The Hunger Project in Uganda, Malawi and India and have learnt a lot about the value of mindset when it comes to getting our finances and lives in order.  If we aren't in the right headspace, it's very hard to make progress in any part of our lives.   Setting a Vision, Committing to what needs to be done and taking Action are the best ways to achieve our goals.  I'd love to assist you in clearly setting and reaching your goals too. 2021 also saw me launch of the "Financial Secrets Revealed" podcast, based on the book of the same name. Please follow and enjoy!

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 26
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Master of 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 – 3:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

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

Licensed by

Wpp Licensee Services Pty Ltd

AFSL 530393

4.95
26 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 26

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5.00

"Amanda has been extremely helpful and supportive. Even though Amanda is a family member, she has always demonstrated a very proactive approach when dealing with my finances, insurances and superannuation. It’s comforting to know that I can go to a financial adviser who has such a strong knowledge and skill set within their field and be given the confidence in knowing that I am making the right choices given my current circumstances. Thanks heaps Amanda! Really appreciate everything you do for me"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amanda has handled all my superannuation for many years and can't thank her enough for her consistent care and attention. She always responds to any email or message promptly and resolves issues with ease, sometimes i feel as though Amanda is employed exclusively by me because she is always there to help and things get done! Very thankful for all she has done."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amanda helped me with an Insurance claim for my husband after he was diagnosed with Heart Disease needing a 3 way by pass. Amanda went above and beyond to assist us with the claim and to make sure that whatever was needed was requested and supplied to the insurance company as quickly as possible to have the claim prosessed. We appreciated her help, care and attention at such a time of confusion and emotional turmoil."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Amanda has been my financial advisor across an array of areas since 2004. I continue to put my confidence in her knowledge & expertise some 16 years later as believe her interest in assisting my financial growth & protection of it is genuine. Have done & will continue to recommend her services."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amanda was invaluable to me in giving me confidence and a better understanding of my limited finances. I was a very nervous investor, usually only keeping to term deposits and suffering the loss of income because of historically low interest rates . She explained things to me in a very clear way. This gave me confidence to stretch outside my usual comfort zone into areas I knew next to nothing about. She is always available with full attention whenever I need to ask a question (never a question to daft!!!). I am very comfortable with her knowledge and expertise."

  • Retirement & Pension
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have used Amanda for all our Superannuation and Life Insurance needs for a few years now. Through Amanda's knowledge and experience we always feel confident that the advice given was right for our needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Amanda’s has provided advice on my personal finances. She was able to explain my current position and the path I should follow in the future. Her empathy and professional approach was kindly accepted ."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were looking for a financial advisor that did it all and wanted to start with budgeting, Amanda was referred by a friend and her CV was impressive being one of the top 50 influential advisors in Australia. She was able to compare policies and cover showing my partner and I the best course of action for our situation and it’s just been reassuring to know there are advisors out there who are willing to go the extra mile. She is always available for a call or email and we are excited to be starting on Wealth Planning Partners budget program heading into 2019."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After having some disturbingly horrible advice from another financial advisor I was absolutely blessed to find Amanda. Finances are so overwhelming especially for young individuals like myself who are looking to set up their future but have no clue where to start. Amanda is down to earth and really knows how to explain things in a professional and simple manner, after weeks of anxiety and stress due to poor advice given to myself and my partner previously she has turned around the situation and we both now feel in control. An absolute power house and breath of fresh air making us feel comfortable and also now eager to get on with building our future thoughtfully, Amanda you are brilliant and looking forward to working on our wealth planner journey with Wealth Planning Partners. I’d put 10 stars if they had it !"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We've always had expert advice and truthful answers when we've been to see Amanda and her team. They're all very efficient, helpful, knowledgeable and only too willing to see us when we've needed help and advice. We fully intend to have Amanda as our financial adviser for many years in the future. We can't fault her in any way. And she's friendly when we see her, not at all distant or stand-offish as some of our previous advisers have been in the past. We're happy to refer our friends to her as well."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 26

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of the Sunshine Coast (USC)
Completed
2009

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2003

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2007

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate

Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals

Membership type
Member

SMSF Association (SMSF)

Membership type
Associate
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