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Articles and comments for personal finance journalists

Journalists from mainstream and industry publications often seek the expert comments of Quantum Wealth Advisors.

Comment on financial planning and the financial planning industry

Tim Mackay BEc (Hons, Syd.) MBA (London Business School) CA - Financial Planning Specialist CFP® Adv. Dip FS (FP)

Tim is a Principal Wealth Advisor with specific responsibility for Quantum Research. Tim has a wide range of experience across the financial services sector having advised clients in equities (Deutsche Bank London & New York; UBS London), funds management (Deutsche Bank Sydney), fixed income (Deutsche Bank London) and exotic derivatives (HSBC London). He has experience across the Australian, the UK, the European, and the US financial markets.

In September 2009 in recognition of Quantum's financial planning industry leadership, Tim was asked by the Parliamentary Joint Committee on Corporations and Financial Services (PJC) to appear as expert witnesses on the future of financial planning in Australia.

You can contact Tim on (02) 9440 8084.

Comment on financial education and the financial education industry

Claire Mackay BCom LLB (Macq.) LLM (Syd.) CA - Financial Planning Specialist CFP®  Adv. Dip FS (FP)

Claire has been advising a broad range of individual, corporate and financial institutions in the financial services industry since 2002. As a Certified Financial PlannerTM and a Chartered Accountant – Financial Planning Specialist. Prior to joining Quantum, Claire had a successful career in structured financial products for institutional clients at both Macquarie Bank and PwC.

In September 2009 in recognition of Quantum's financial planning industry leadership, Claire was asked by the Parliamentary Joint Committee on Corporations and Financial Services (PJC) to appear as expert witnesses on the future of financial education in Australia.

You can contact Claire on (02) 9440 8084.

Comment from our Chief Executive Officer

Bill Mackay CFP®, BCom (NSW), MEc (Syd), BTh (Rome), Adv. Dip FS (FP)

Bill Mackay is regularly asked for expert comment on financial planning matters. Bill has been advising clients in the financial services industry since the early 1990's. Bill has been advising Quantum’s clients since establishing Quantum in 1994.

Bill has more than 30 years experience in the finance, banking and insurance industries. He has advised a broad range of individual and corporate clients since 1992 and has been awarded the designation of Certified Financial Planner (CFP®), the highest endorsement offered by the Financial Planning Association of Australia (FPA).

You can contact Bill on (02) 9440 8084.