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Showing 1 - 10 of 12 results for "Wealth Planning Partners"

New course helps advisers recognise financial abuse

JULIA NEWBOULD  |  TUESDAY, 5 MAY 2020
... 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 1 June 2020. At this ...

Financial advisers weigh in on factor investing

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... Interest rates, inflation, 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 ...

AFA shines spotlight on member service

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... 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. Meanwhile, Recognition Awards were ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... University's Paul 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 ...

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... to provide tailored advice, 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 ...

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
... pre-existing 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 ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... While the 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 ...

Advice firm creates aged care subsidiary

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2017
... is launching a subsidiary business assisting the elderly transition into aged care. Gold Coast-based Wealth Planning Partners has established Trusted Aged Care Services to provide a suite of services to families to assist in the transitioning of elderly ...

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... to showcase their skills and expertise in the 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 ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
... Services and Navwealth Financial Group, and the finalists for the Female Excellence in Advice Award are Wealth Planning Partners director Amanda Cassar, MHP Private Wealth adviser Leo Schodel, Peters McKeown director Patricia Peters, Caboodle Financial ...
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