Financial Secrets Revealed

Financial Secrets Revealed

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Financial Secrets Revealed episodes

  • Beyond the Label: Navigating ESG, Greenwashing, and Impact Investing with Josh Ziegelbaum

    What is ESG investing, and how can investors distinguish genuine sustainability initiatives from greenwashing? 

    In this episode of the Financial Secrets Revealed podcast, host Amanda Cassar speaks with Josh Zeigelbaum, Director of Investor Relations at Legacy Group (at the time of this interview), to explore the growing world of environmental, social, and governance (ESG) investing. 

    Using the Green Coffee Company as a case study, Josh explains how businesses may incorporate ESG principles into their operations and why investors are increasingly considering sustainability, ethical practices, and long-term impact alongside financial returns. 

    In this episode, you'll learn: 
    • What ESG (Environmental, Social, and Governance) investing means 
    • The difference between ESG investing and impact investing 
    • What greenwashing is and why investors should be aware of it 
    • How sustainability factors may influence investment decisions 
    • Questions investors should ask when evaluating ESG opportunities 
    • Why due diligence is essential before making any investment 

    Whether you're new to sustainable investing or looking to better understand ESG principles, this conversation provides a practical introduction to one of the most widely discussed topics in modern investing. 

    About the Guest 

    Josh Zeigelbaum served as Director of Investor Relations at Legacy Group during this interview, where he worked with investors and private market opportunities focused on sustainable business initiatives and long-term value creation. 

    About Financial Secrets Revealed 

    Financial Secrets Revealed is a podcast featuring conversations with financial experts, investment professionals, business leaders, entrepreneurs, and industry specialists, helping Australians make smarter financial decisions through practical education and expert insights. 

    General Information Only 

    This episode is provided for general educational purposes only and does not constitute financial advice or a recommendation to invest in any company, fund, or investment opportunity discussed. References to specific businesses or investments are included for educational purposes only. The views expressed reflect the opinions of the participants at the time of recording and may not represent current market conditions. Always conduct your own research and seek advice from a qualified financial adviser before making investment decisions. 

    👍 If you enjoyed this episode, please like, subscribe, and share it with anyone interested in ESG investing, sustainable finance, ethical investing, or responsible investing. 

    #ESGInvesting #SustainableInvesting #ImpactInvesting #Greenwashing #ResponsibleInvesting #EthicalInvesting #PersonalFinance #Investing #FinancialSecretsRevealed #AmandaCassar 

    Connect with Josh
    Website: https://legacy-group.co/
    Email: [email protected]
    LinkedIn: https://www.linkedin.com/in/josh-ziegelbaum-85a01270/
    Connect with Amanda Cassar

    Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.

    Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.

    Connect with Amanda:
    • Amanda Cassar | https://amandacassar.com.au
    • Wealth Planning Partners | https://www.wealthplanningpartners.com.au
    • Trusted Aged Care Services | https://trustedagedcare.com.au
    • Adviser Ratings Profile | https://www.adviserratings.com.au/

    Explore the book: 
    • Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)

    Support the show

    24 min
  • Strategy Over Stocks: Navigating the Roadmap to Financial Freedom with Felicity Cooper

    Is hiring a financial adviser worth it, or can you successfully manage your finances and investments yourself?

    In this episode of Financial Secrets Revealed, Amanda Cassar is joined by award-winning Australian financial adviser Felicity Cooper from Cooper Wealth Management to explore one of the most common questions in personal finance: DIY investing versus professional financial advice.

    Together, Amanda and Felicity discuss the role financial advisers play, how to find the right adviser for your needs, and how to determine whether professional advice is delivering real value to your financial journey.

    In this episode, we discuss:
    • What a financial adviser actually does
    • When professional financial advice may be beneficial
    • The pros and cons of DIY investing and financial planning
    • How to choose a financial adviser who aligns with your goals
    • Questions to ask before engaging an adviser
    • How advisers add value beyond investment returns
    • The importance of strategy, structure, and long-term planning

    Whether you're considering working with an adviser for the first time or wondering whether you're receiving value from your current advice relationship, this episode provides practical insights to help you make an informed decision.

    About Felicity Cooper
    Felicity Cooper is a multi-award-winning Australian financial adviser and founder of Cooper Wealth Management on the Gold Coast, Queensland. She is passionate about helping clients build financial confidence and make informed decisions about their future.

    About Financial Secrets Revealed
    Financial Secrets Revealed is a podcast featuring conversations with financial experts, business leaders, and industry professionals who share practical insights to help listeners make smarter financial decisions.

    ⚠️ Disclaimer
    This podcast is provided for general information and educational purposes only and does not take into account your personal objectives, financial situation, or needs. Nothing discussed in this episode constitutes personal financial advice. Please seek professional advice tailored to your circumstances before making financial decisions.

    #FinancialAdvice #FinancialPlanner #FinancialAdviser #PersonalFinance #Investing #WealthManagement #FinancialSecretsRevealed #AmandaCassar #DIYInvesting #MoneyManagement


    Offer 
    Explore the book:
    Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)

    Connect with Felicity
    Website | Wealth Architects https://wealtharchitects.com.au/
    Felicity Cooper | LinkedIn https://www.linkedin.com/in/goldcoastfelicitycooper/
    Financial Adviser| Felicity Cooper https://www.adviserratings.com.au/

    Connect with Amanda Cassar

    Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.

    Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.

    Connect with Amanda:
    • Amanda Cassar | https://amandacassar.com.au
    • Wealth Planning Partners | https://www.wealthplanningpartners.com.au
    • Trusted Aged Care Services | https://trustedagedcare.com.au
    • Adviser Ratings Profile | https://www.adviserratings.com.au/


    Also featuring:
    Two Drunk Planners — the podcast where Amanda Cassar and Felicity Cooper discuss financial advice, industry insights, money conversations, and life as financial advisers in Australia.

    Follow Two Drunk Planners for more conversations about personal finance, investing, wealth management, and the financial advice profession.


    Instagram | Two Drunk Planners Podcast @twodrunkplanners  
    X | Two Drunk Planners @2DrunkPlanners
    Facebook | Two Drunk Planners https://www.facebook.com/TwoDrunkPlanners

    Support the show

    34 min
  • Financial Secrets Revealed - Season 3 - Meet The Experts (Trailer)

    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 bond company. Get ready for insightful discussions on financial advisers, ETFs, contrarian investing, and more. 

    Amanda Cassar is the Podcast host of Financial Secrets Revealed, based on the book of the same name.  She is also the Course Write for the international Accreditation Financial Abuse Specialist® distributed by Standards International, UK.  She holds a Master of Financial Planning and is part of the international group Strategic Coach® and is proud member of the Premier Association of Financial Professionals, the Million Dollar Round Table.®


    Links
    Home - Amanda Cassar (Website)

    Financial Planner Robina, Gold Coast - Wealth Planning Partners (Company Website)

    Trusted Aged Care Services | We assist you in remaining independent, safe and cared for at home for as long as possible (Company Website)

    Amanda Cassar | LinkedIn (LinkedIn Profile)


    Offer 

    Purchase your copy of Financial Secrets Revealed on Amazon: 

    Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books

    Purchase your copy of the book on Booktopia:

    Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia

    Purchase your copy of the book on Barnes & Noble:

    Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)


    Follow 

    Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks 


     




    Support the show

    3 min
  • Beyond the Floor: Reclaiming Life After Financial Abuse with Michelle Shekhinah

    What does financial abuse look like, and how can it trap someone in an abusive relationship? 

    In this powerful episode of Financial Secrets Revealed Series 2, host Amanda Cassar speaks with Michelle Shekhinah, a survivor of domestic violence, financial abuse, and sex trafficking. Michelle shares her deeply personal journey of surviving years of coercive control, manipulation, and exploitation within her marriage before finding the courage to escape and rebuild her life. 

    Together, Amanda and Michelle explore how financial abuse is often intertwined with domestic violence, coercive control, addiction, and other forms of abuse. Michelle explains how economic dependence and psychological manipulation can make leaving an abusive relationship incredibly difficult, while also offering hope, healing, and practical encouragement for survivors. 

    Today, Michelle is an advocate, mentor, and speaker dedicated to supporting women, young people, and families affected by abuse. Her story is one of resilience, recovery, and the power of reclaiming your future. 

    In this episode, you'll learn: 
    • What financial abuse is and how to recognize the warning signs. 
    • How coercive control and financial dependence can keep victims trapped. 
    • Michelle's journey from survivor to advocate. 
    • Why financial independence is an important part of recovery. 
    • Resources, hope, and encouragement for anyone affected by abuse. 

    If you or someone you know is experiencing financial abuse or domestic violence, remember that support is available. Reaching out to trusted professionals and local support services can be the first step toward safety and recovery. 

    About Financial Secrets Revealed 
    Hosted by Amanda Cassar, Financial Secrets Revealed features honest conversations with experts and inspiring individuals about personal finance, wealth, financial wellbeing, and the life experiences that shape our financial decisions. 

    #FinancialAbuse #DomesticViolence #CoerciveControl #EconomicAbuse #SexTrafficking #SurvivorStory #FinancialIndependence #PersonalFinance #AmandaCassar #FinancialSecretsRevealed 

    Connect with Michelle
    https://www.fromthefloortothedoor.com/

    Connect with Amanda Cassar

    Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.

    Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.

    Connect with Amanda:
    • Amanda Cassar | https://amandacassar.com.au
    • Wealth Planning Partners | https://www.wealthplanningpartners.com.au
    • Trusted Aged Care Services | https://trustedagedcare.com.au
    • Adviser Ratings Profile | https://www.adviserratings.com.au/

    Explore the book: 
    • Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)

    Support the show

    39 min
  • Beyond the Web: Dana Diaz on Surviving Financial Abuse and Reclaiming Her Life

    Content Note: This episode discusses narcissistic abuse, emotional abuse, financial abuse, coercive control, and domestic abuse.

    How does narcissistic abuse affect someone's financial independence and emotional wellbeing? What are the warning signs of financial control in a relationship? 

    In this episode of Financial Secrets Revealed, host Amanda Cassar is joined by Dana S. Diaz, author, speaker, and survivor of long-term narcissistic abuse. Dana shares her personal journey of overcoming years of emotional, psychological, and financial abuse, offering insight into how coercive control can affect every aspect of a person's life—including their finances. 

    Amanda and Dana explore how financial abuse can occur even when the person experiencing abuse earns the household income. Together, they discuss the warning signs of narcissistic relationships, the impact of chronic stress on financial decision-making and wellbeing, and the challenges of rebuilding confidence and independence after leaving an abusive relationship. 

    Dana's story is one of resilience, healing, and hope, demonstrating that recovery is possible with the right support, knowledge, and determination. 

    In this episode, you'll learn: 
    • How financial abuse can occur alongside narcissistic and emotional abuse. 
    • The warning signs of coercive control in relationships. 
    • Why financial independence does not always prevent financial abuse. 
    • The long-term emotional and financial effects of abusive relationships. 
    • Practical insights into rebuilding confidence and financial wellbeing after abuse. 

    About the guest 

    Dana S. Diaz is an author, speaker, and advocate who raises awareness about narcissistic abuse, coercive control, and financial abuse through her lived experience. She is passionate about helping others recognise unhealthy relationship dynamics and supporting survivors on their journey toward recovery. 

    About Financial Secrets Revealed 

    Hosted by Amanda Cassar, Financial Secrets Revealed explores the intersection of personal finance, financial wellbeing, financial abuse, and financial literacy through conversations with experts, advocates, researchers, and people with lived experience. 

    Whether you're seeking information for yourself, supporting someone else, or working professionally with survivors, this episode provides valuable insights into recognising abuse and rebuilding financial confidence. 


    Connect with Dana
    http://www.danasdiaz.com/
    Amazon.com: https://www.amazon.com/Gasping-Air-Stranglehold-Narcissistic-Abuse/dp/B0C6WBCWNG
    Facebook: DanaSDiazAuthor 
    Instagram: @DanaS.Diaz
    Tik Tok: @DanaSDiazAuthor

    Connect with Amanda Cassar

    Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.

    Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.

    Connect with Amanda:
    • Amanda Cassar | https://amandacassar.com.au
    • Wealth Planning Partners | https://www.wealthplanningpartners.com.au
    • Trusted Aged Care Services | https://trustedagedcare.com.au
    • Adviser Ratings Profile | https://www.adviserratings.com.au/

    Explore the book: 
    • Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)


    #financialabuse #narcissisticabuse #coercivecontrol #emotionalabuse #financialwellbeing  #domesticabuse #financialindependence #AmandaCassar #podcast  #FinancialSecretsRevealed

    Support the show

    55 min
  • Unmasking Financial Abuse: Kasey Rogers on Financial Abuse and Reclaiming Your Power ​

    Content Note: This episode discusses financial abuse, emotional abuse, domestic abuse, bereavement, and financial hardship.

    How can financial abuse change when family roles shift? What happens when financial insecurity continues after the loss of a partner? 

    In this episode of Financial Secrets Revealed, host Amanda Cassar is joined by Kasey Rogers, author, advocate, and former entertainment industry professional from the United States. Kasey shares her deeply personal journey of recognising financial abuse within her marriage and rebuilding her life after experiencing profound personal and financial loss. 

    Kasey reflects on how the dynamics of her relationship changed after stepping away from her career to start a family. As her financial independence diminished, emotional and financial abuse became increasingly apparent. Following the death of her husband, she faced unexpected financial hardship, highlighting the importance of financial planning, insurance, and maintaining financial awareness throughout life's major transitions. 

    Amanda and Kasey discuss the lasting effects of financial abuse, the emotional impact of grief, and how survivors can begin rebuilding confidence, stability, and financial wellbeing. 

    Today, Kasey is an author of Our Better Selves and The Color of Frost, and founder of the I Know Why She Stayed initiative, where she helps raise awareness of domestic and financial abuse while supporting others on their recovery journey. 

    In this episode, you'll learn: 
    • How financial abuse can develop as family and financial roles change. 
    • The connection between emotional abuse and financial control. 
    • Why financial planning and insurance matter during major life events. 
    • The challenges of rebuilding after bereavement and financial hardship. 
    • How advocacy and lived experience can help others recognise financial abuse and seek support. 

    About Financial Secrets Revealed 

    Hosted by Amanda Cassar, Financial Secrets Revealed features conversations with financial experts, advocates, researchers, and people with lived experience to explore financial abuse, financial literacy, financial wellbeing, and the financial decisions that shape our lives. 

    Whether you're navigating financial abuse, supporting someone you care about, or looking to better understand the financial impact of life transitions, this episode offers valuable insights and hope for recovery. 


    #FinancialAbuse #EmotionalAbuse #FinancialWellbeing #Bereavement #FinancialPlanning #DomesticAbuse #FinancialLiteracy #AmandaCassar #Podcast #FinancialSecretsRevealed 


    Connect with Kasey
    https://kaseyrogers.com
    https://kaseyrogers.com/i-know-why-she-stayed-initiative/
    https://x.com/KaseyJRogers
    https://www.facebook.com/kaseyrogerscom
    https://www.instagram.com/kaseyalamode/

    Connect with Amanda Cassar

    Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.

    Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.

    Connect with Amanda:
    • Amanda Cassar | https://amandacassar.com.au
    • Wealth Planning Partners | https://www.wealthplanningpartners.com.au
    • Trusted Aged Care Services | https://trustedagedcare.com.au
    • Adviser Ratings Profile | https://www.adviserratings.com.au/

    Explore the book: 
    • Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)

    Support the show

    40 min
  • The Price of Trust: Maree Lallensack's $1.2 Million Financial Nightmare ​​

    Content Note: This episode discusses financial abuse, coercive control, narcissistic abuse, domestic abuse, and trauma.

    Can financial abuse happen to financially experienced professionals? What are the warning signs of coercive control and financial manipulation in a relationship? 

    In this episode of Financial Secrets Revealed, host Amanda Cassar is joined by Maree Lallensack, a senior financial services executive who shares her deeply personal experience of surviving financial abuse, coercive control, and an abusive relationship. 

    Despite a successful career in financial services, Maree found herself caught in a relationship marked by manipulation, financial exploitation, and escalating control. Her story highlights how financial abuse can affect anyone, regardless of their education, career, or financial knowledge. 

    Amanda and Maree discuss the subtle warning signs of coercive control, the emotional and financial impact of abusive relationships, and the challenges of rebuilding confidence and financial security after abuse. Through her lived experience, Maree offers hope and encouragement to others while helping raise awareness of the many forms financial abuse can take. 

    In this episode, you'll learn: 
    • How financial abuse can affect people from all backgrounds. 
    • The warning signs of coercive control and financial manipulation. 
    • Why financial knowledge alone may not prevent abuse. 
    • The emotional and financial impact of abusive relationships. 
    • The importance of support, recovery, and rebuilding financial independence. 

    About the guest 

    Maree Lallensack is a senior financial services executive and advocate who shares her lived experience to raise awareness of financial abuse and coercive control. Through her story, she encourages greater understanding of the complex dynamics of abuse and the importance of recognising early warning signs. 

    About Financial Secrets Revealed 

    Hosted by Amanda Cassar, Financial Secrets Revealed features conversations with financial experts, legal professionals, advocates, researchers, and people with lived experience to explore financial abuse, financial wellbeing, financial literacy, and the financial decisions that shape our lives. 

    Whether you're looking to better understand financial abuse, support someone experiencing it, or work more effectively with vulnerable clients, this episode offers valuable insights into recognising abuse and rebuilding financial confidence. 

    #FinancialAbuse #CoerciveControl #NarcissisticAbuse #FinancialWellbeing #DomesticAbuse #FinancialLiteracy #SurvivorStory #AmandaCassar #Podcast #FinancialSecretsRevealed 


    Connect with Maree
    LinkedIn: https://www.linkedin.com/in/maree-lallensack-50a42919/

    Connect with Amanda Cassar

    Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.

    Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.

    Connect with Amanda:
    • Amanda Cassar | https://amandacassar.com.au
    • Wealth Planning Partners | https://www.wealthplanningpartners.com.au
    • Trusted Aged Care Services | https://trustedagedcare.com.au
    • Adviser Ratings Profile | https://www.adviserratings.com.au/

    Explore the book: 
    • Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)

    Support the show

    37 min
  • From Rockette to Resilience: Debbie Freeman’s Journey

    How do you rebuild your life after financial abuse, an abusive relationship and devastating financial loss?

    In this episode of Financial Secrets Revealed Series 2, Amanda Cassar speaks with Debbie Freeman, who shares her powerful personal journey of surviving financial abuse and violence, rebuilding her confidence and rediscovering who she wanted to be.

    Debbie's story takes listeners from a career in professional dance, including performing with the Rockettes and the Atlanta Hawks organisation, to the personal challenges she faced during and after a difficult marriage.

    She opens up about leaving a financially abusive and violent relationship, the impact of losing access to family savings and the long journey of rebuilding her life, confidence and sense of self.

    But Debbie's story doesn't end there. She also shares her experience of becoming involved in an online relationship that turned out to be a romance scam, highlighting the risks of catfishing and online deception and the importance of staying alert when forming relationships online.

    This is an honest conversation about financial abuse, relationship violence, financial loss, online romance scams and the personal journey of rebuilding after difficult experiences.

    Amanda and Debbie discuss the lessons Debbie has taken from her experiences and why she is passionate about sharing her story to increase awareness and help others feel less alone.

    In this episode, we discuss:

    • Debbie's journey from professional dancer to rebuilding her life after major personal challenges
    • Financial abuse and the impact of financial control and financial loss
    • Leaving an abusive relationship and starting again
    • Rebuilding confidence and rediscovering your sense of identity
    • Setting personal goals and creating a new chapter in life
    • Online relationships, catfishing and romance scams
    • Warning signs of online deception and why anyone can become a target
    • Turning difficult experiences into lessons that may help others

    About Debbie Freeman

    Debbie Freeman is an entrepreneur, coach and podcast host who has shared her personal experiences to raise awareness around abuse, financial loss, recovery and personal growth.

    Her journey has included a career in professional dance, entrepreneurship, health and life coaching, and hosting the Your Unique Sparkle podcast.

    Connect with Debbie:
    🎙️ Your Unique Sparkle: https://podcasts.apple.com/au/podcast/your-unique-sparkle/id1596579921
    Facebook: https://www.facebook.com/debbie.f.gould
    Instagram: @debbiefreemangould
    Instagram: @eatrightnfit4life

    About Amanda Cassar

    Amanda Cassar is the host of Financial Secrets Revealed, a podcast inspired by her book of the same name. The series explores real-life money stories, financial lessons and the experiences that shape people's relationship with money.

    🌐 Amanda Cassar: https://amandacassar.com.au/
    🌐 Wealth Planning Partners: https://www.wealthplanningpartners.com.au/
    🌐 Trusted Aged Care Services: https://trustedagedcare.com.au/

    Get Your Copy of Financial Secrets Revealed

    Financial Secrets Revealed brings together stories, experiences and lessons from people with diverse financial journeys.

    Learn more about the book and purchase options:
    https://amandacassar.com.au/my-book/

    Important: This episode discusses financial abuse, relationship violence and online scams. The experiences shared are personal to the guest and are intended for general educational and awareness purposes. If you are experiencing abuse or are concerned about your safety, consider contacting an appropriate local crisis, legal or support service. If you believe you may be the target of a scam, contact your relevant financial institution or consumer protection authority.

    Support the show

    40 min
  • The Asset Hunter: Robert Persichitte on Busting Scams and Reclaiming What's Yours

    Financial fraud can happen to anyone. How do scammers gain trust, and what can you do to protect yourself, your family, and your finances? 

    In this episode of Financial Secrets Revealed, Amanda Cassar is joined by Robert Persichitte, CPA and founder of De-Lagifi Financial in Colorado. With extensive experience investigating financial fraud and recovering assets, Robert shares practical insights into how financial scams operate, why even financially savvy people can become victims, and the steps individuals can take to reduce their risk. 

    Amanda and Robert discuss the psychology behind financial scams, the warning signs of financial manipulation, and the challenges involved in tracing and recovering assets after fraud has occurred. They also explore issues such as elder financial exploitation, family financial disputes, conservatorships, and the importance of early intervention when financial abuse or fraud is suspected. 

    Whether you're protecting your own finances, helping a family member, or working in financial services, this conversation offers valuable guidance on recognising fraud, safeguarding wealth, and responding effectively when financial exploitation occurs. 

    In this episode, you'll learn: 
    • How scammers build trust and manipulate their victims. 
    • Common warning signs of financial fraud and exploitation. 
    • Why fraud prevention is just as important as fraud recovery. 
    • How financial investigations and asset recovery can work. 
    • Practical strategies for protecting yourself and your loved ones from financial scams. 

    About the guest 

    Robert Persichitte is a Certified Public Accountant (CPA) and founder of De-Lagifi Financial in Colorado. His experience includes financial investigations, fraud detection, asset recovery, and helping individuals and organisations navigate complex financial disputes and fraud-related matters. 

    About Financial Secrets Revealed 

    Hosted by Amanda Cassar, Financial Secrets Revealed features conversations with financial experts, legal professionals, advocates, and industry leaders to help listeners better understand personal finance, financial wellbeing, fraud prevention, financial abuse, and the financial decisions that shape our lives. 

    If you found this episode valuable, subscribe to Financial Secrets Revealed for more conversations on financial literacy, consumer protection, wealth management, and financial wellbeing. 

    Topics covered: 
    Financial Fraud • Scam Prevention • Asset Recovery • Financial Exploitation • Elder Financial Abuse • Consumer Protection • Wealth Protection • Financial Investigations • CPA • Robert Persichitte • Amanda Cassar • Financial Secrets Revealed Podcast 



    Connect with Robert
    LinkedIn: https://www.linkedin.com/in/robert-persichitte/
    Instagram: @delagify
    Website: https://delagify.com/


    Connect with Amanda Cassar

    Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.

    Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.

    Connect with Amanda:
    • Amanda Cassar | https://amandacassar.com.au
    • Wealth Planning Partners | https://www.wealthplanningpartners.com.au
    • Trusted Aged Care Services | https://trustedagedcare.com.au
    • Adviser Ratings Profile | https://www.adviserratings.com.au/

    Explore the book: 
    • Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)

    #FinancialFraud #ScamPrevention #AssetRecovery #ConsumerProtection #FinancialLiteracy #ElderAbuse #FinancialWellbeing #AmandaCassar #Podcast #FinancialSecretsRevealed

    Support the show

    41 min
  • Breaking the Silence on Financial Abuse with Caroline Bartlett

    What does financial abuse look like, and why can it be so difficult to recognise or speak about?

    In this episode of Financial Secrets Revealed Series 2, Amanda Cassar speaks with Caroline Bartlett, a financial services professional and survivor of an emotionally and financially abusive marriage.

    Caroline shares her personal story and reflects on how financial and emotional abuse developed during her relationship. She discusses the silence that can surround abuse, why she initially told no one and the challenges of navigating life after an abusive relationship.

    The conversation also explores what happens after separation, including rebuilding confidence, regaining financial independence and continuing to co-parent with a former partner.

    This is an honest and important discussion about financial abuse, emotional abuse, financial control and the impact abusive relationships can have on a person's confidence and ability to make decisions about their own life and money.

    Amanda and Caroline lift the lid on a topic that can be difficult to discuss but is important to understand. By sharing her experience, Caroline offers insight into how abuse can develop and why greater awareness, support and open conversations matter.

    Most importantly, this episode is about hope. It is about recognising that even after difficult experiences, it is possible to seek support, rebuild and move forward.

    In this episode, we discuss:

    • What financial abuse can look like within a relationship
    • How emotional and financial abuse can develop over time
    • Why abuse can be difficult to recognise while it is happening
    • Why victims and survivors may find it hard to tell others
    • The impact of financial control on confidence and independence
    • Rebuilding after an abusive relationship
    • The challenges of co-parenting after separation
    • How friends, family and others may be able to offer support
    • Increasing awareness to help more people recognise the signs of abuse

    About Caroline Bartlett

    Caroline Bartlett shares her lived experience of surviving an emotionally and financially abusive marriage, alongside her professional perspective from a career in financial services.

    In this conversation, she speaks openly about the realities of financial abuse, the importance of awareness and the journey towards rebuilding independence and creating a new future.

    Connect with Caroline:
    LinkedIn: https://www.linkedin.com/in/carolinebartlett/

    About Amanda Cassar

    Amanda Cassar is the host of Financial Secrets Revealed, a podcast inspired by her book of the same name. The series explores real-life money stories, financial lessons and the experiences that shape people's relationship with money.

    🌐 Amanda Cassar: https://amandacassar.com.au/
    🌐 Wealth Planning Partners: https://www.wealthplanningpartners.com.au/
    🌐 Trusted Aged Care Services: https://trustedagedcare.com.au/

    Get Your Copy of Financial Secrets Revealed

    Financial Secrets Revealed brings together stories, experiences and lessons from people with diverse financial journeys.

    Learn more about the book and purchase options:
    https://amandacassar.com.au/my-book/

    Important: This episode discusses emotional and financial abuse. If you are experiencing abuse or are concerned about your safety, consider contacting an appropriate local crisis, legal or support service. If you are in immediate danger, contact emergency services. The information shared in this episode is for general educational purposes and is not a substitute for personalised financial, legal or crisis advice.

    Support the show

    47 min

About Financial Secrets Revealed

From the publisher's feed

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…