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Wealth Planning Partners

Financial Planning - Robina (Queensland)
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Business Address: Suite 110, Level 1 Eastside, 232 Robina Town Centre Drive Robina QLD 4226

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Description
Wealth Planning Partners are a long-term Gold Coast based financial planning business, assisting clients Austrlaia-wide with The WPP Way: Secure, Build, Succeed.
We help our clients protect what they've worked so hard for, and build a strategy to provide wealth for the future.

Self Managed Super Funds are our speciality. We can assist with fund establishment for Corporate and Individual Trustees, setup and windup of SMSFs.
We offer annual audit and accounting services for Self Managed Superannuation Funds, along with Investment Advice, Insurance planning and Investment Strategy documents.
Our director, Amanda Cassar holds a SMSF Specialist Advisor accreditation from the SMSF Association and a Masters Degree in Financial Planning.
We look forward to assisting you with your financial planning and self managed superannuation fund needs.
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Qualifications
  • Master of Financial Planning
  • SSA - SMSF Specialist Advisor

Business contacts: Amanda Cassar

Australian Business Number (ABN): 80114978442

Qualifications and certifications: SMSF Specialist Advisor, Master of Financial Planning

Business awards: 2013-2015 #FSPOWER50, 2016 Casey Kinnaird Memorial Trophy for Outstanding Service to the Community

Trading times: 9 - 5, Monday to Friday

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