Episode 19 – Amanda Cassar – on working with family members, being a part of a global community and the challenges of writing a book!

Amanda has achieved a lot in her nearly 20 years in Financial Planning – but she isn’t anywhere near done yet!  Owning and running a successful firm on the Gold Coast (Queensland, Australia) with over 200 active clients and a team of 5, she could very easily fill her days with client work, and then enjoy the beautiful Gold Coast weather.  But Amanda wants to give back to the Advice community that has given her so much, and she does that through her role as the Queensland State Chair of MDRT.

After leaving High School as a self described “Clueless Kid”, Amanda worked in waitressing and administration roles, before finding herself falling into a Financial Planning practice in the early 2,000s…  From there it has been a continuous upwards rise within her practice – Wealth Planning Partners (WPP) – as part of a Succession Plan (one of the ones that actually works – and she shares her tips on this in the interview).  Along the way she has completed her Masters of Financial Planning, had a couple of kids – both of whom now also work with her at WPP, and in her spare time – she’s even written a book “Financial Secrets Revealed”.

In our Podcast Amanda shares openly, her views on bringing and then working with family in your business – as she has done with her two kids Mitchell and Madeline.  She also challenges my potentially jaded and old world view of the Million Dollar Round Table (MDRT) Financial Planning family – and the sharing and nurturing role that have played in her development and her life.

She also takes us through her process that helped her write her first book – Financial Secrets Revealed – and how she contemplated putting a bit of “Bodice Busting” elements into it to keep it interesting… if you know Amanda you know that she is as proud as she is loud, when it comes to celebrating journeys and successes… so I hope you enjoy her chat with me.


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