Financial Adviser · MUDGEERABA, QLD

Amanda Cassar

MUDGEERABA, QLD

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000263612

Currently at

Future Planning Partners

Robina, QLD (firm address)

View firm profile

Amanda Cassar is a financial adviser based in Mudgeeraba, Queensland, with 25 years of experience in the financial services industry since 2001. Amanda is currently authorised under Wpp Licensee Services, operating through Future Planning Partners. Amanda holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Amanda's qualifications include a Master of Financial Planning from University of Sunshine Coast. Amanda is a member of Financial Advice Association of Australia (FAAA), Million Dollar Round Table and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003

Advanced Diploma of Financial Planning

Deakin University

2007

SMSF

KAPLAN

2009

ALPA

KAPLAN

2009

Master of Financial Planning

University of Sunshine Coast

2020

Ethics & Professionalism in Financial Advice

Ethics - KAPLAN

Registration History

Wpp Licensee Services Pty Ltd

Jul 2021 - Present Current

FINANCIAL SERVICES PARTNERS PTY LIMITED

Apr 2014 - Jun 2021 Ceased

Government Debentures, Stocks or Bonds: Class of product only.

CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD

Mar 2012 - Apr 2014 Ceased

A.C.N. 116 900 362 LIMITED

Feb 2009 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register