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The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacie ...
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show series
 
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Stephen Bailey, Scottish Whisky Investment Specialist from Melbourne, to discuss investment in the fabulous drop. Stephen is a former financial adviser, who like me – enjoys a wee dram now and then. His personal preferences in the gold…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets with Scherrie Prince who lost her mother whilst still a minor, and then her grandparents. After their passing, the absence of a will or trust set off a series of painful conflicts among her family resulting in one aunt losing her right…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Bob DePasquale, the Generosity Guy. Bob shares the lessons he learned in college and now runs with the mantra – giving is receiving. 2001 was a massive year for Bob, not only with a diagnosis of cancer at 18, but the end of life as we …
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Dr Renée Baker of RBI Group. The fabulous Dr Renée is an Entrepreneur, TEDx Speaker, Board Director and Professor. Renee’s passion and practical experience in wealth management and fostering financial literacy. She has 3 decades in fin…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Afsha Butt & Uzair Ahmed here to discuss investing in the future. Afsha is the Founder & CEO of WealthVerse Inc, Canada and helps professionals and business owners plan their wealth. Afsha is based in Toronto and has built a team of pa…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Chris Joye here, Founder of Coolabah Capital. Chris has been selected as one of FE fundinfo’s Top 10 “Alpha Managers” based on his risk-adjusted performance throughout his career. He has previously worked for Goldman Sachs in London an…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets with Grant Hackett OAM, an Australian swimmer, most famous for winning the men’s 1500 metres freestyle at the 2000 and 2004 Summer Olympics. Grant’s longest career, however, has been in financial services, most recently as the CEO of G…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets the author of 4 Amazon best-sellers and a two-time TED talk speaker with nearly 6 million views – Adam Carroll. Adam is the creator of Broke, Busted & Disgusted, a documentary on finances that has aired on CNBC. Adam is also a professi…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets the best-selling author of ‘The Gen Z Money Manual: Mastering Our New Economy,’ Mark Bolton. Mark is a veteran of the banking and consulting industries, having held senior positions with PWC, Goldman Sachs, Credit Suisse and Barclays, …
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets Head of Adviser Distribution of Allan Gray Australia, South African born LJ Collyer. LJ has a strong background in financial services and holds an MBA focused on Private Equity, Securities analysis, and international financial market f…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets the Growth Architect herself, Beata Chelette. Beate helps visionaries and leaders with proven strategies, blueprints and growth maps that provide clear steps to improve business systems. A first-generation immigrant who found herself $…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets Betashares Senior investment Strategist, Cameron Gleeson. Cameron’s responsibilities span supporting all distribution channels and working alongside the portfolio management team. Cameron holds a Bachelor of Commerce from the Universit…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets the executive coach for CEO’s Aasha T. LaCount. Aasha breaks down how our emotional and energetic intelligence can’t be ignored when it comes to money and how our thoughts can impact how we invest, create wealth, and succeed. We will d…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets leading financial advisor, CEO, Author, public speaker, Entrepreneur, Media Contributor, and Mindfulness Thought Leader, Spencer Sherman. Spencer is the Founder of Abacus Wealth and loves to teach how to increase money mindfully. Spenc…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets the Founder and Managing Director of the Astute Property Network, Alex Minter. Alex helps Australians with their dreams of property ownership and freedom and discusses with us just what drives the market. And whether hiring a Buyer’s A…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets Josh Zeigelbaum, Director of Investor Relations for the Legacy Group (a Private Equity Company) based in Fort Lauderdale, Florida. We will discuss their flagship investment, Green Coffee Co. and how it fits into the ESG (Environmental,…
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Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets the multi-Award-Winning Financial Adviser, Felicity Cooper from Cooper Wealth Management at Bundall on the Gold Coast, Australia. We will dissect why you’d use an Adviser, where to find the one that’s right for you and how to know if t…
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Welcome to the trailer for Season 3 of Financial Secrets Revealed with your host, Amanda Cassar. In this upcoming season, we're delving into the world of finance by meeting the experts. We'll be joined by a diverse range of guests, from those involved in socially conscious investments to a former Olympic swimmer who now heads a large Australian bon…
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Michelle Shekhinah, a survivor of sex trafficking by her former husband, to support a drug habit and expensive lifestyle. Michelle shares her story of how financial abuse kept her in a horrific relationship where control was so important to her violent…
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with the fun and feisty, Dana S Diaz, a daughter, mother, wife, and a survivor of narcissistic abuse. Dana shares her story of an abusive stepfather, a mother who never stood up for her daughter, then becoming the wife of a narcissist. She wants to share wh…
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets Kasey Rogers, a veteran of the US entertainment industry and late to understand that she was within a financially abusive marriage once her own earnings reduced. Kasey is based in the USA. She shares her story of emotional and financial abuse during her mar…
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Maree Lallensack, survivor of a financially abusive marriage and an attempted murder. Maree now enjoys a quieter life in Queensland, Australia. She shares her story of meeting and falling love with her husband, how the emotional and financial abuse beg…
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Debbie Freeman, a former Rockette, dancer for the Atlanta Hawks and finally a Dance Captain for the Rockettes in Las Vegas. Deb is a mum who has walked away from a financially abusive and violent marriage to an alcoholic who stole the family savings. W…
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Robert Persichitte, of Delagify based in Colorado, USA. Robert is a strong audit professional with a Masters degree focused in Financial Forensics and Fraud Investigation from Metropolitan state University of Denver. He has worked as an accounting cons…
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Caroline Bartlett, survivor of a financially abusive marriage and successful financial services executive. Caroline is based in Brisbane, Australia. She shares her story of emotional and financial abuse throughout her marriage, and how she manages to s…
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Penny Fegan, General Manager of Your Toolkit, a Western Australian based online resource to assist those going through financial abuse to come out the other side. Penny is a solutions focused leader with experience in establishing and managing business…
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Welcome to the Financial Secrets Revealed final podcast episode for 2021 where Amanda Cassar wraps up Season 1, based on the contributors to the book of the same name. Amanda recaps the lessons learns and fun she’s had recording the series. Also, she announces the theme of Season 2 – dropping in 2022: Lifting the Lid on Financial Abuse. It’s a bit …
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Daniela Henninger, Financial Counsellor and Natasha McGrow, Practice Director of Domestic Violence Units for Women’s Legal Service, Queensland. WLSQ are an Australian state-based resource to assist those going through DV and financial abuse to come out…
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Louis Van der Merwe, CFP, a financial adviser from the Western Cape of South Africa. Louis’ mission is to help his clients reduce their money worries. And, Louis was one of the first handful of advisers to complete the Financial Abuse Specialist Accred…
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Michelle Hoskin, aka Little Miss Woww! And Director of Standards International, based in Hitchin, UK. Michelle is a coach to financial advice firms globally and my partner in crime in setting up the Financial Abuse Specialist™ Accreditation rolled out …
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Leah Ellis, the daughter of a long-term financial abuse victim, based in the USA. Leah shares her mother’s story and how the lessons of her childhood spilled into her own marriage and eventually saw her establish Endeavor Financial Coaching. She’s now …
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Welcome to the Financial Secrets Revealed Series 2 podcast episode where Amanda Cassar meets with Dominique Bergel-Grant, a financial adviser specializing in women going through divorce, and the often-associated financial abuse. Dominique is now based in Wanaka, New Zealand and has an online community called Leapfrog LIFE. She shares her story of e…
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces Season 2 of the Financial Secrets Revealed Podcast, this time, Lifting the Lid on Financial Abuse. This season will focus on those who have been victims of financial abuse, and those who support victims looking for a way out such as financial counsellors, advis…
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Welcome to the Financial Secrets Revealed final podcast episode for 2021 where Amanda Cassar wraps up Season 1, based on the contributors to the book of the same name. Amanda recaps the lessons learns and fun she’s had recording the series. Also, she announces the theme of Season 2 – dropping in 2022: Lifting the Lid on Financial Abuse. It’s a bit …
  continue reading
 
Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces the enchanting Erin Truscott, financial adviser, mum, podcaster and most recently a fiancé! Erin is the co-founder of the Nerd Herd community and podcast with Fraser Jack and based in sunny Brisbane, Australia. Erin’s chosen to learn from the school of life and…
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces the amazing Ann-Marie Von Douglas, former DJ, vocal coach, marriage celebrant and musical theatre tragic, based on the Gold Coast, Australia. Annie was swept off her feet early by a German Count after being a private air hostess. She lived a jet-set life in Eur…
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces feisty and always fun, Peita Diamantidis, Geek Hybrid and founder of Caboodle Financial Services. Peita is an incurable explorer & guide, speaker, coach, author and pro podcaster, based in Sydney, Australia. Peita is also a qualified financial adviser, focused …
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces lovely Lea Schodel, Behavioral Money Coach extraordinaire for the Mindful Wealth Movement, currently based on the Gold Coast, Australia. Lea is a former financial adviser, who now coaches both coaches and clients and digs deep into our relationship with money i…
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces UK Financial Adviser, Doug Bennett. Doug is a laid-back kind of guy, who has definitely come through the school of hard knocks. Following the receipt of an inheritance on the passing of his parents, Doug’s business was nearly wiped out by the Global Recession o…
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces Alison Hill, CEO of Pragmatic Thinking and host of the Stand Out Life Podcast and The Business of People. I first met Ali through the fabulous Australian networking group Business Chicks, where I admired from afar as she trekked off to Malawi with The Hunger Pr…
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces David Batchelor, Managing Director of Wills & Trusts Wealth Management, based in Thame in the UK. David is an award-winning, Chartered Financial Planner, who also moonlights as a Coach for the UK arm of Strategic Coach® and spends time on the public speaking ci…
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces Susanne Bransgrove, Founder of Families in Transition, LiquidGold Consultants and now the Women in Family Business Network. I first met Susanne, now lovingly known as Susu when she was working in corporate firms in the finance sector in Australia after moving o…
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces Peter Baines, a global speaker, charity founder, consultant and author. Amanda first heard Peter speak at a conference many years ago, introducing how we went from forensic cop working the aftermath of the Boxing Day Tsunami to starting the charity Hands Across…
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces Babette Bensoussan, the daughter of French Moroccan immigrants to Australia who now advises and coaches organisations and business leaders around the world. Babette is The Decisions-Making Maverick™at MindShifts: Life, Leadership & Business Coach. She is also a…
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces David Braithwaite, a financial adviser based in Kent in the UK. David is an award-winning adviser who runs Citrus Financial. He is often to be found on the public speaking circuit and spruiking money tips for BBC Radio Kent. In his spare time, he also works as …
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces multi award winning Financial Adviser, Jenny Brown; whom I originally met via Twitter. Jenny lives with her partner and three dogs on the Mornington Peninsular in southern Victoria. She is the CEO & Founder of JBS Financial Strategists, a public speaker and cur…
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Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces the fabulous Michelle Hoskin, aka Little Miss WOWW! Michelle is full of enthusiasm and energy, has an infectious personality and a unique outlook on what she calls, the “magical industry” of financial planning. Michelle is the Founder and Director of Standards …
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The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether they're surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the …
  continue reading
 
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