Amanda Cassar

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Amanda Cassar Amanda Cassar is an experienced Financial Adviser, Speaker, Panelist, Emcee, Podcaster, Moderator and champion for raising awareness of financial abuse.

She’s also a passionate philanthropist and the Author and Podcaster of Financial Secrets Revealed. Amanda is a writer, dreamer, author, blogger, regular traveler, business owner, financial adviser, podcaster, friend, mother, wife and philanthropist. She loves good food, great wine, the company of her friends and family and a fabulous pair of heels. She totally believes that life is meant to be liv

ed and has trekked the Bwindi Impenetrable Forest in Uganda to see the endangered Mountain Gorillas, has gone scuba diving from Lake Malawi to the Cook Islands and has her motorbike license. She is also the sole Director of Wealth Planning Partners, a financial advisory firm and Trusted Aged Care Services, helping families navigate the maze of Aged Care. She is a proud supporter of the financial services industry and a champion for raising financial literacy levels. Amanda is a member of four industry organisations, and has voluntarily taken the Banking and Finance Oath. Along with being a Premium Member and event partner with Business Chicks, she is a proud supporter of the charities The Hunger Project and Hands Across the Water. People often ask ‘how do you do it?’ And the truth is, with a great support network of friends, family and team. Amanda seeks to turn the complicated into something simple, that everyone can understand, breaking down the complex into plain English. At the age of 18, she started work in a small financial advice firm, and ten years later, started advising herself and rebranded the business to become Wealth Planning Partners. Thirteen years after that, she bought the business in its entirety, having by then completed her Masters in Financial Planning and raised her two children on Queensland’s Gold Coast. Amanda has published her first book, 'Financial Secrets Revealed' and has now turned it into a podcast of the same name. As a passionate philanthropist, Amanda also wants to make a difference. She sits on the QLD Development board of The Hunger Project Australia, and has been a Tripper with visits to Uganda, Malawi and India under her belt. Amanda is an industry speaker, emcee and regular panelist at industry events who has been featured by the Association of Financial Advisers, AFA Inspire, the Financial Planning Association, the Million Dollar Round Table, TAL, AON, Conexus Financial and Financial Standard.

Such a privilege to speak at the MDRT ConneXion Zone in Miami at the 2025 Annual Meeting.Sharing notes on protecting vul...
26/06/2025

Such a privilege to speak at the MDRT ConneXion Zone in Miami at the 2025 Annual Meeting.
Sharing notes on protecting vulnerable clients and catching up with friends and colleagues from around the world is priceless.
Meeting the amazing Yossi Ghinsberg, the explorer lost in the Bolivian jungle and inspiration behind the movie Jungle… cherry on top! 🍒

So lovely to have the opportunity to present on my adventures with The Hunger Project and the similarities with financia...
09/12/2024

So lovely to have the opportunity to present on my adventures with The Hunger Project and the similarities with financial planning.

Amanda Cassar shares how The Hunger Project's Vision Commitment and Action Plan is a familiar concept for financial advisers.Amanda shares key takeouts from ...

Just wow 🤩
09/12/2024

Just wow 🤩

The actor recreates dance moves from across his career, and reflects on old age in a touching video.

12/06/2023

Have you checked out the Financial Secrets Revealed Podcast yet?

Season 1 is out, interviewing the gurus and spilling the secrets from my book.
Season 2 is out, shining a spotlight on Financial Abuse.
Season 3 Meet the Experts is in recording stage now and coming soon.
Make sure you're up to date!

https://podcasts.apple.com/au/podcast/financial-secrets-revealed/id1579602060

Amanda Cassar is an experienced Financial Adviser, Speaker, Panelist, Emcee, Podcaster, Moderator and champion for raising awareness of financial abuse.
She’s also a passionate philanthropist and the Author and Podcaster of Financial Secrets Revealed.

Address

110/6 Waterfront Place

4226

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 15:00

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+61755930855

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