Business Directory
Wealth Planning Partners
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| Servicing: | Australia wide, QLD |
| Phone: | 0755936895 |
| Address: | PO Box 3592, Burleigh Town, Qld, 4220 |
| Email: | amanda@wealthplanningpartners.com.au |
| Website: | www.wealthplanningpartners.com.au |
Amanda Cassar is a principal Adviser with Wealth Planning Partners and 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 recenlty completed studying her Masters in Financial Planning (MFP) via the University of Sunshine Coast.
Specials Amongst Friends
Obligation free initial assessment of current financial situation and review of existing policies. Let me see if I can help save you some dollars or make your existing strategy more tax effective!
