Amanda Cassar Cassar

Wealth Planning Partners Pty Ltd

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 Pty Ltd

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