Mitch Cassar
Wealth Planning Partners
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.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchOur fees can vary depending on scope and required complexity of advice.
Initial contact is fee and we determine what the fee will be.
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Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2017
- Years of experience 8
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Highest qualifications
- Graduate Diploma of Financial Planning
- Graduate Certificate in Financial Planning
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Language spoken
- English
Wealth Planning Partners
Suite 110, Level 1 Eastside, 232 Robina Town Centre DriveRobina, QLD 4226
Opening hours
- 9:00am – 5:00pm Monday – Thursday
- 9:00am – 3:00pm Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Wpp Licensee Services Pty Ltd
AFSL 530393
