Highly experienced and qualified Certified Financial PlannersTM
Quantum advisors are highly trained, educated and experienced Certified Financial PlannersTM. They have a passion for finance and strive to work in partnership with their clients. Benefiting from our training organisation, our advisors seek to educate their clients (in plain English terms) about how they can best manage their financial affairs.
Profiles of our Senior Principal Advisors
- Bill Mackay CFP®, BCom (NSW), MEc (Syd), BTh (Rome), Adv. Dip FS (FP)
- Tim Mackay CFP®, BEc (Hons, Syd.), MBA (LBS), CA - Financial Planning Specialist, Adv. Dip FS (FP)
- Claire Mackay CFP®, BCom (Macq.), LLB (Macq.), LLM (Syd.) CA - Financial Planning Specialist, Adv. Dip FS (FP)
Experience counts
Our advisors have worked and studied in the finance industry for many years. They ensure they keep on top of all the relevant changes in the industry. This includes changes in tax, regulations, products, national and global economy, industry sectors. Our advisors take pride in the time and effort into developing these skills – this is exactly what clients seek.
Industry expertise
Our advisors are industry experts in a range of fields. These include asset allocation, equities, property, SMSF's, life insurance and superannuation strategies. Indeed, most of our advisors are accredited to teach and train other advisors on how to give advice.
Personal and communication skills
Quantum advisors are selected deliberately not only for their skills and experience but also for their inter-personal and communication skills. We recognise that you need to choose an advisor that you can work with, understand, trust and get along with over the long term. Our advisors are different, contact one to see for yourself today.
Results driven
Our people deliver strong results through understanding our clients and their businesses. They listen to our clients, communicate with them regularly and, above all, provide them with excellent advice.
Quantum in the press
Quantum Wealth Advisors regularly contribute thought leadership contributions in the financial press.
Request an appointment
For an obligation free meeting with an experienced Quantum Wealth Advisor, call today on (02) 8084 0453 or email us.