Women in finance – Amanda Cassar

Women in finance – Amanda Cassar

“There is still a long road to correcting the gender disparity that’s present in the finance sector.” Amanda Cassar is the Adviser Director at Wealth Planning Partners on the Gold Coast, but when she started her career, she had never heard of a financial...
Trusted or dusted: what kind of adviser are you?

Trusted or dusted: what kind of adviser are you?

Go onto any financial firm’s website and you’ll hear rhetoric that is all too familiar – “we are trusted advisers.” The term seems a little diluted when everyone is saying it. So, ask yourself: are you REALLY a trusted adviser? And I don’t mean are you a trustworthy...
What financial advisers can learn from Uber

What financial advisers can learn from Uber

Despite rapid growth, many financial professionals are falling behind when it comes to implementing cloud-based practices, according to industry research. The concept behind Uber seems like something anyone could have come up with – tap a button and get a ride....