Financial Adviser
· ROBINA, QLD
Mitchell Cassar
No disciplinary history on record with ASIC
ROBINA,
QLD
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255956
Mitchell Cassar is a financial adviser based in Robina, Queensland, with 9 years of experience in the financial services industry since 2017. Mitchell is currently authorised under Wpp Licensee Services, operating through Wealth Planning Partners. Mitchell holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mitchell's qualifications include a Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Monarch
2017
Advance Diploma of Financial Planning
Mentor Education
2019
Graduate Certificate in Financial Planning
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
Graduate Diploma of Financial Planning
Kaplan
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only; Securities: Class of product only
Source: ASIC Financial Advisers Register