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Quantum Wealth Advisors
Because money doesn't come with instructions

Highly experienced and qualified advisors

Quantum Advisors are Certified Financial Planners (CFP)

Bill Mackay  Bill Mackay is a CERTIFIED FINANCIAL PLANNER™ located in Chatswood
CFP®, BCom (NSW), MEc (Syd), BTh (Rome), Adv. Dip FS (FP), Fellow of the FPA

 

Bill has been advising clients in the financial services and insurance industries since the 1960's. Bill has been advising Quantum’s clients since he established Quantum in 1994.

 

 

 

Experience

Bill has more than 45 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).  Bill is a Fellow of the FPA. Upon conferring the award, FPA Chair Julie Berry said "A Fellow of the FPA is an outstanding practitioner who has made a selfless contribution to the profession and provides exemplary leadership to their peers."

Qualifications

Bill Mackay holds the CERTIFIED FINANCIAL PLANNER™ designation, the highest professional designation awarded to a financial planner.

  • Degree in Commerce (University of NSW)
  • Masters Degree in Economics (University of Sydney)
  • Certified Financial Planner™ (CFP®)
  • Degree in Theology (Rome)
  • Advanced Diploma of Financial Services (Financial Planning)
  • Certificate 4 in Workplace Training and Assessment
  • Diploma of Training and Assessment Systems

Professional memberships

  • Principal Member, Financial Planning Association of Australia
  • Principal Member, Boutique Financial Planning Principal Group

Speciality areas

Bill has advised a broad array of clients across many age groups though all stages of the economic cycle. He takes a long term perspective on investing and focuses on the risk/return trade-off, preferring to advise his clients away from high risk, latest-fad investments but rather into well structured, diversified, long term portfolios.

Bill has developed a particular strength in portfolio construction and has vast experience in the life insurance industry. He looks forward to working with you to start building and protecting your wealth today.

Some thoughts from Bill

"Since 1992 I have worked successfully in partnership with my clients to build and protect their wealth. I am a highly qualified, experienced wealth advisor whose loyalty is to my clients and I am proud to be judged on the results I obtain for them.

When new clients approach me, I work closely with them in a highly structured approach to develop a personalised financial strategy that suits their circumstances and achieves their financial goals. I ensure my clients are aware and are in control at all stages of the financial planning process. 

Quantum is different: our aim is to develop strong and lasting client relationships, to educate our clients in the financial matters that apply to them, to provide our clients with superior service and to ensure our clients build and protect their wealth. From its inception, Quantum has been successful because our clients have continued to achieve their financial goals through sound advice."

Authorisations

Bill is ASIC authorised under Quantum's licence to advise and deal in the following investment products:

  • Investments
  • Shares & securities
  • Super and retirement
  • SMSFs
  • Life, asset and income protection (insurance)

Contact Bill

Are you looking for a financial planner in Chatswood or on Sydney's North shore? For an obligation free meeting with Bill, call today on (02) 8084 0453 or email him.