Amanda Cassar – Financial Adviser
Adviser identifying number: 263612
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence number: 237590
Licensee’s ABN: 15089512587
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
The date the Financial Adviser commenced the appointment: 26/04/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL SERVICES PARTNERS PTY LIMITED
Authorised Representative identifying number: 237590
Authorised Representative’s ABN: 15089512587
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- ALPA – KAPLAN
- Advanced Diploma of Financial Planning – Deakin University
- Master of Financial Planning – University of Sunshine Coast
- SMSF – KAPLAN
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Financial Planning Association of Australia (FPA)
- Million Dollar Round Table
- SMSF Association
Amanda Cassar is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility