Andy Cass

Andy Cass Email and Phone Number

Head of Business Development and Growth | Shape Super SMSF @
Andy Cass's Location
Greater Perth Area, Australia
Andy Cass's Contact Details

Andy Cass personal email

n/a
About Andy Cass

Shape Super is part of the DBA/Neo Super group an independent and privately owned Australian SMSF specialist service provider offering services to over 6,000 SMSF's all over Australia. The business has offices in Melbourne, Brisbane, Perth and Sydney.We offer our specialist SMSF services to Accountants, Financial Planners, Stockbrokers and Direct Trustees. We aim to build long term and enduring business relationships with our clients rather than treating our relationships as transactional.Our business ethos is quite simple;▪️ We offer exceptional client service.▪️ Offer a total SMSF solution at a competitive price from $990 plus GST .▪️ Guaranteed turnaround time.▪️ Offer an independent audit via Just Audit a specialist audit firm. The CEO Arthur Favos has over 25 years of SMSF Industry experience▪️ Manage all of our client’s SMSF workflow, query resolution and electronic signing on our proprietary owned Live Interactive Portal.By outsourcing to a specialist SMSF firm such as Shape Super your firm can:▪️ Increase your profit margins & reduce your internal resourcing costs.▪️ Have instant access to our skilled onshore SMSF experts which results in lower staff training costs. All of our team members have a minimum of 15 years direct SMSF experience.▪️ Grow with the confidence that your firm will have the capacity to service your clients.▪️ Access all your SMSF services from one specialist provider.▪️ Get back more time to focus on adding value to your clients in other ways by taking away the burden of doing compliance work.Feel free to contact me if you want to talk more about SMSF's, business or how I can connect you to my extensive business network.▪️ Call: 0413 739 815 ▪️ Email: andrew@shapesuper.com.au▪️ Visit: https://www.shapesuper.com.au

Andy Cass's Current Company Details
Shape Super SMSF Services

Shape Super Smsf Services

Head of Business Development and Growth | Shape Super SMSF
Andy Cass Work Experience Details
  • Shape Super Smsf Services
    Head Of Business Development And Growth
    Shape Super Smsf Services Sep 2024 - Present
  • Shape Super
    Managing Director And Founder
    Shape Super Jun 2018 - Sep 2024
    Perth, Australia
  • Triple A Super
    Director
    Triple A Super May 2014 - Jun 2018
    Western Australia
  • Advocate Private Wealth
    Director
    Advocate Private Wealth Jul 2011 - Jul 2015
    Perth Cbd
    Describe your position
  • Cass Consulting
    Principal
    Cass Consulting Aug 2010 - Jul 2011
  • Plan B Wealth Management
    Executive Manager, Advice
    Plan B Wealth Management Sep 1999 - Jul 2010
  • Lincoln Financial Group
    Regional Director
    Lincoln Financial Group Jul 1987 - Jul 1999

Andy Cass Skills

Wealth Management Investments Financial Services Financial Planning Strategic Financial Planning Risk Management Wealth Superannuation Portfolio Management Leadership Business Strategy Business Planning Investment Advisory Financial Advisory Investment Strategies Insurance Retirement Planning Estate Planning Income Protection Asset Management Pensions Retirement Succession Planning Financial Planners Investment Management Wealth Accumulation Asset Allocation Asset Managment Self Managed Superannuation Funds

Andy Cass Education Details

  • Australia Institute Of Company Directors
    Australia Institute Of Company Directors
    Company Directors Course
  • Centre For Fiduciary Studies
    Centre For Fiduciary Studies
    Investment Advice
  • Financial Planning Association Of Australia
    Financial Planning Association Of Australia
    Financial Planning And Services
  • British Institute Of Management
    British Institute Of Management
    Business Administration And Management, General
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services
  • Amery Hill
    Amery Hill

Frequently Asked Questions about Andy Cass

What company does Andy Cass work for?

Andy Cass works for Shape Super Smsf Services

What is Andy Cass's role at the current company?

Andy Cass's current role is Head of Business Development and Growth | Shape Super SMSF.

What is Andy Cass's email address?

Andy Cass's email address is an****@****.com.au

What schools did Andy Cass attend?

Andy Cass attended Australia Institute Of Company Directors, Centre For Fiduciary Studies, Financial Planning Association Of Australia, British Institute Of Management, Chartered Insurance Institute, Amery Hill.

What skills is Andy Cass known for?

Andy Cass has skills like Wealth Management, Investments, Financial Services, Financial Planning, Strategic Financial Planning, Risk Management, Wealth, Superannuation, Portfolio Management, Leadership, Business Strategy, Business Planning.

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