Australia

June 13, 2019

#134 Amanda Cassar

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It’s one thing to recognise Financial Abuse, it’s another to know how to handle it as a Financial Adviser. Does your licensee have resources to help when you see signs of Financial Abuse? If you’re self-licensed, do you have a strategic plan to support your Advisers and clients?

Amanda Cassar is the director and Advisor behind Wealth Planning Partners and Trusted Aged Care Services. When it comes to Financial Services, she thinks globally but acts locally and is super passionate about raising financial literacy levels.

She’s so versed in the uncomfortable topic of Financial Abuse, she’s putting together a course together for the XY online training platform.

Episode highlights:

2:45 – How you came to become so involved in financial abuse

5:14 – Signs of financial abuse

15:10 – What can Advisers do when they recognise financial abuse?

17:58 – Amanda’s course for the XY training platform

21:30 – When to refer to an Aged Care specialist and why

Show Notes:

Amanda Cassar LinkedIn – https://www.linkedin.com/in/amandacassar/

Amanda Cassar Website – https://amandacassar.com.au/

Wealth Planning Partners – https://www.wealthplanningpartners.com.au/

General Disclaimer – https://www.xyadviser.com/disclaimer/

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We are excited to partner with XY Adviser to discuss how you can build richer client relationships and unlock loyalty.

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https://www.xyadviser.com/disclaimer/