Amanda Cassar

Profile picture of Amanda Cassar, Wealth Planning Partners, Gold Coast Financial Planner and Aged Care Advisor
Masters FP, SMSF, Aged Care
Adviser since: 2001

Amanda’s work is deeply influenced by decades of experience and strong local ties, having advised multiple generations of families over time. She is particularly motivated by reducing financial stress, helping clients make sense of complex situations so decisions feel manageable rather than overwhelming.

Suite 110, Level 1 Eastside, 232 Robina Town Centre Drive Robina QLD 4226

More about Amanda Cassar

Amanda Cassar is passionate about helping her clients simplify their financial situation.

Knowing that money issues can be one of the top forms of stress, her goal is to help lighten the load for you.

Amanda is an award winning adviser and author, who holds a Master of Financial Planning and specialist accreditations in Self Managed Superannuation Funds and Aged Care advice.

She has been involved in financial services on the Gold Coast since 1992 after graduating from both primary and high school locally.

Wealth Planning Partners and Trusted Aged Care Services are her businesses, run from her offices in Robina.

This is very much a family business, with both Amanda’s adult children involved in the practice.

Specialties and Areas of Expertise

  • Superannuation – investment, contributions and consolidation
  • Self Managed Superannuation Funds – set up, investment, ongoing strategy and administration
  • Insurance – protection advice including Life, Total & Permanent Disability,
  • Trauma and Income Protection
  • Investments – Shares, ETFs and Managed Funds
  • Estate Planning assistance
  • Aged Care Strategy advice

Professional Standards You Can Trust

Qualifications & Memberships

  • Masters in Financial Planning

Amanda is also a member of the following organisations:

  • Million Dollar Round Table – Australian Chair
  • Financial Planning Association – Financial Planner AFP™
  • Association of Financial Advisers
  • Self Managed Super Fund Association – SMSF Specialist Advisor™

She has also recently written the course work for the Financial Abuse Specialist accreditation with a special interest in this area.

Industry Recognition & Awards

  • Woman in Finance Awards – Entrepreneur of the Year (2020, 2021 Finalist)
  • SMSF & Accounting Awards – Winner Editor’s Choice Award (2018)
  • SMSF & Accounting Awards – Finalist Smsf Adviser Of The Year (2018)
  • FS Power50 Announces Most Influential Advisers (2017)
  • SMSF & Accounting Awards – Amanda Cassar Winner (2017)

Testimonials

“Amanda has been extremely helpful and supportive. Even though Amanda is a family member, she has always demonstrated a very proactive approach when dealing with my finances, insurances and superannuation. It’s comforting to know that I can go to a financial adviser who has such a strong knowledge and skill set within their field and be given the confidence in knowing that I am making the right choices given my current circumstances. Thanks heaps Amanda! Really appreciate everything you do for me” ~ Therese, 35 – 45 years

“Amanda has handled all my superannuation for many years and can’t thank her enough for her consistent care and attention. She always responds to any email or message promptly and resolves issues with ease, sometimes i feel as though Amanda is employed exclusively by me because she is always there to help and things get done! Very thankful for all she has done.” ~ Steve, 46 – 55 years

“Amanda helped me with an Insurance claim for my husband after he was diagnosed with Heart Disease needing a 3 way by pass. Amanda went above and beyond to assist us with the claim and to make sure that whatever was needed was requested and supplied to the insurance company as quickly as possible to have the claim prosessed. We appreciated her help, care and attention at such a time of confusion and emotional turmoil.” ~ Narelle, 56 – 65 years

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