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Showing 1 - 10 of 14 results for "Amanda Cassar"

New course helps advisers recognise financial abuse

JULIA NEWBOULD  |  TUESDAY, 5 MAY 2020
... The Financial Abuse Specialist certification course is a program designed by Queensland-based financial adviser Amanda Cassar of Wealth Planning Partners, and issued by Standards International, will be available as a certified course for advisers from ...

Financial advisers weigh in on factor investing

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... political issues and foreign exchange are some examples of macroeconomic factors. Wealth Planning Partners director Amanda Cassar does not target exposures to a single factor or has the clientele and time to employ a multi-factor strategy. "I understand ...

AFA shines spotlight on member service

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... Dartnall. This award represents the pinnacle of community awards, the AFA said. Powe Financial Advice's Karen Walmsley, Amanda Cassar of Wealth Planning Partners and Jawad Ahmed of Mackenzie Strategic Wealth were presented with AFA Appreciation Awards. ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Travis. The FPA's Future2 Foundation will also present the Community Service Award, with Wealth Planning Partners' Amanda Cassar, Wayne Fenton of Elders Financial Planning and Zacary Leeson of HPH Solutions recognised. "The awards celebrate individuals ...

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... answer questions and provide customer service," Kelly said. Echoing this, Wealth Planning Partners adviser director Amanda Cassar believes automated advice services provide investors with the means of trying their hand at something new but cannot replace ...

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
... will was made 'in contemplation of the marriage.' Then the will remains valid," she said. Wealth Planning Partners' Amanda Cassar said financial advisers must remember for certain superannuation funds, a binding death benefit nomination made by a client ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... ability to legally wed brings considerable benefits as a result of ensuring greater rights, Wealth Planning Partners' Amanda Cassar is adamant estate planning documents must be reviewed to safeguard those rights. Financial advisers must remember that ...

AFA launches female excellence in advice award

EMMA RAPAPORT  |  TUESDAY, 18 APR 2017
... profession," Kewin said. Previous finalists include Lea Schodel, Peita Diamantidis, Susan Rallings, Tricia Peters and Amanda Cassar, who was profiled in the most recent FS Advice journal. Finalists are expected to present to the judging panel about themselves ...

Advice firm creates aged care subsidiary

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2017
... transitioning of elderly loved ones into aged care. The subsidiary is managed by Wealth Planning Partners' director Amanda Cassar and Brisbane-based financial adviser Therese Jarrett. Seeing a gap in the market, Cassar - who alongside Jarrett has her ...

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... field. It was a tight contest. Other finalists included Wealth Planning Partners director and financial adviser Amanda Cassar, a well-known advocate for women who run their own small business; and Lea Schodel, an award-winning financial adviser at MHP ...
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