Jul 5, 2022
In this episode, Amanda Cassar from Wealth Planning Partners
chats with Jenny Pearse about the transitions that she has
experienced as a financial adviser and business owner. From being
someone’s succession plan to what it means to create your own
succession plan.
Amanda shares her story about building her core brands to represent
the style of business she has today and the importance of creating
individual brand identities. Plus, why networking and collaboration
are valued and vital skill sets that can contribute to your
success.
Based on the Gold Coast in Australia, Amanda holds a Master of
Financial Planning and specialist accreditations in Aged Care and
Self-Managed Superannuation funds.
Amanda has volunteered for many different roles and loves giving
back to the financial planning profession. She enjoys public
speaking on topics such as financial abuse and spreading financial
literacy in schools.
https://www.wealthplanningpartners.com.au/
https://trustedagedcare.com.au/
Financial Secrets Revealed: https://amandacassar.com.au/my-book/