Episode 2 - Amanda Cassar

Episode 2 February 24, 2021 00:21:22
Episode 2 - Amanda Cassar
Relativity: The Podcast for Women in Family Business
Episode 2 - Amanda Cassar
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Show Notes

 

In our second episode, we sit down with Amanda Cassar, co-founder and sole Director of Wealth Planning Partners and author of Financial Secrets Revealed. 

Amanda Cassar is a lover of travel, reading, music, movies and lifelong learning.  She is a financial adviser, holding a Master of Financial Planning and runs her two businesses, Wealth Planning Partners and Trusted Aged Care Services from her office on the Gold Coast, Australia.  She is also the current Australian Chair for the Million Dollar Round Table, the premier organisation for financial advisers around the world.

Amanda runs a family business with both her adult children and sister-in-law working in the business, assisting clients Australia wide with their wealth creation and protection needs. When writing her book, Financial Secrets Revealed, she stumbled onto the phenomenon of financial abuse which has inspired her to design a course for financial advisers and professionals globally to become Financial Abuse Specialists™ in collaboration with UK firm, Standards International.

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