Amanda Cassar, MFP, AFP

Protecting vulnerable clients: Safeguarding financial futures

Current Membership Year:
2025
Total Membership Years:
13
Court of the Table Honors:
10
Top of the Table Honors:
5
English
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In an ever-changing financial landscape, protecting vulnerable clients — such as the elderly, those with disabilities or those experiencing financial abuse — is more important than ever. Cassar provides proactive strategies for identifying signs of vulnerability, understanding legal protections and implementing best practices to safeguard clients' financial well-being to ensure those clients most at risk are protected, secured and empowered.

Amanda Cassar, MFP, AFP, is a business owner, financial advisor, author, speaker, blogger and passionate philanthropist who has observed hearts and minds being opened and watched people be empowered to step into their own leadership journeys. With more than 30 years of experience in the financial services profession, Cassar’s special accreditations include aged care, estate planning and self-managed superannuation funds.