Masters in Financial Planning (MFP)
Amanda has been involved in the Finance and Insurance Industry since 1991. Amanda’s particular passion is making sure all families have adequate Risk Protection strategies in place and then look to Wealth Creation for their future, with a view to Retiring in Style!
Amanda became interested in the complexity of Aged Care advice when she found she was unable to assist her family when her great-grandmother and nanna needed to enter care. She then invested in becoming an Accredited Aged Care Professional to better assist not only her family, but others in the community who need to transition their loved ones into aged care. Navigating the fees and entering a facility is a highly complex area and the Gold Coast a haven for many retirees to live out their days in our beautiful climate. Being a GC local, (lovingly referred to as ‘God’s waiting room’) Amanda saw the perfect opportunity to help those who are most vulnerable and need dignity and assistance in their final years in her community.
Amanda’s educational qualifications are as follows:
- PS146 Compliance Program
- Associate Practitioner of the Financial Planning Association of Australia (AFPA)
- Completed Diploma of Financial Planning course (Dip FP) at Deakin University
- Member of the Association of Financial Advisers (AFA)
The products Amanda can advise you on are:
- Life Insurance
- Managed Investments
- Deposit Products
Amanda has recently completed studying her Masters in Financial Planning (MFP) via the University of Sunshine Coast.
Amanda Cassar also participates on the Bupa Financial Guidance Panel.
This is a service offered by Bupa Aged Care to help clients and their families access appropriate financial advice when making a move into residential aged care.
- 0410 455 158
- Gold Coast