Meet Cassandra
Cassandra has over 12 years of experience in financial advice and holds her AdFP. She provides individually shaped advice, with a focus on protecting clients wealth and building it for their future. Thus Wagtail Wealth’s tag line “Here today for your tomorrow”.
She is driven by a wealth of experience and an inherent drive to improve the lives of the people she meets. This includes 4 years in Sydney and a decade in London, where she ran restaurants, some of which held Michelin Stars.
Cassandra has broken the back of the old fashioned financial adviser with her honesty and authentic passion for setting her clients on the right track, even when those difficult conversations need to be had. She tries to make the Financial Advice process fun and as easy as possible for her clients.
She has loved Willy Wagtails since she was a child. The clever little black and white birds with a cheeky nature. They’re bold, courageous and protective in nature – all of the characteristics she brings to her Financial Advice process.
Cassandra spends the majority of her spare time cooking for and entertaining family and friends. She has a passion for food, wine and cricket.
