Highly experienced and qualified advisors

Tim Mackay  
BEc (Hons, Syd.) MBA (London Business School) Chartered Accountant - Financial Planning Specialist CFP®  SMSF Specialist Advisor™

Tim has been advising a broad range of global retail and institutional clients in the financial services industry since 1997. As a Certified Financial Planner™, Chartered Accountant - Financial Planning Specialist and SMSF Specialist Advisor™, Tim has been advising Quantum’s financial planning clients since 2005.

Experience

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. For more details on his experience see <here>. 

In 2008 Tim has been elected the Secretary of the Sydney Chapter of the Financial Planning Association and to the  Executive of the national Boutique Financial Planning Principals' Group.

In 2009 Tim was acknowledged as one of Australia's Top 50 Financial Advisors. He was awarded membership of The Australian Financial Review Smart Investor Masterclass for Financial Planning 2009. For more see <here>

Qualifications

Tim has been awarded the designation of Certified Financial Planner™ (CFP®), the highest endorsement offered by the Financial Planning Association of Australia (FPA). CFP certification is the global symbol of excellence in financial planning.

• Honours Degree in Economics (University of Sydney)
• Masters in Business Administration (London Business School, exchange program at Columbia Business School NYC)
• Chartered Accountant (CA)
• Financial Planning Specialist, Institute of Chartered Accountants
• Advanced Diploma of Financial Services (Financial Planning)
• Certificate 4 in Workplace Training and Assessment
• Certified Financial Planner™ (CFP®)
• Undertaking module 2 of the CFA (Chartered Financial Analyst) designation

Professional memberships

• Member, Institute of Chartered Accountants in Australia (CA)
• Member, Financial Planning Chapter, Institute of Chartered Accountants in Australia
• Certified Financial Planner Member™, Financial Planning Association of Australia (FPA)
• Member, Self Managed Super Fund Professionals of Australia (SPAA)
• Member, Financial Planning Association USA
• Member, Boutique Financial Planning Principals' Group

Specialty areas

Tim has developed specialised skills in portfolio construction (particularly asset allocation), superannuation and client risk management.  He has gained accreditation to advise Quantum's clients in Self Managed Super Funds (SMSF).

Tim has particular strengths in equities (especially telecoms and LPTs), managed funds, fixed income products and property.

Some thoughts from Tim

"Hello, welcome to Quantum. I hope you get a good feel for how we develop long-term, deep relationships with all our clients. If you are looking for advice from an independently owned financial planning practice whose advisors are highly educated, experienced and personable, then you have come to the right place.

I believe it is an honour when a client places their trust in me as their advisor. This is an honour and responsibility that should never be taken lightly nor should it be conflicted. I will always advise my clients into the products that best suit them as Quantum has no products of its own.

The service I provide my clients is not just about money or financial markets. It is about helping families and individuals meet their financial goals. This may involve affording your own home, affording to raise your family, paying off your home, budgeting for your children's education, optimising your super, optimising your debt, taking a redundancy, optimising your investments, planning for retirement or implementing adequate risk protection. The simple fact is most people need advice today because, unfortunately, money does not come with instructions nor do most people have the time to best manage their financial affairs.

As a Quantum advisor, I am proud that I have helped many families and individuals work towards and achieve their financial goals. I enjoy getting to know my clients on a personal basis and helping them address the challenges and opportunities that each is faced with. I believe I bring my experience and knowledge to bear in order to add value in each of my clients financial circumstances.

My approach includes the following:

• I listen to my clients - to their concerns, worries and ideas;
• I communicate with my clients in plain English and steer clear of confusing technical jargon
• I always explain fees to my clients clearly and up front;
• I communicate regularly with my clients;
• I develop trusting and mutually respectful relationships with my clients;
• My advice is always researched based, well structured and easy to implement;
• Having a love of learning myself, I actively seek to educate my clients (if the client is willing!); and
• I am accessible to all my clients.

With a deep passion for finance, I have worked and studied in the industry across three continents over the past decade. Despite this, I have a seemingly endless thirst to learn more about this challenging and exciting industry. My other passions in life include travel, sport and, first and foremost, my young family.

We are based in Chatswood, handy to the railway and parking in Westfield. I grew up and went to school and still live on the North Shore and so have a very close affinity to the area. If you live or work in the North shore area, call us today. Let's sit down for a no-cost initial obligation-free, one-hour meeting in which we can get started working together to build and protect your wealth."

Volunteer work

In 2002 Tim undertook a voluntary consulting project jointly sponsored by UNICEF, the Lao Government and London Business School working in the most remote provinces of Lao. The purpose of the study was to better understand and fund the provision of radio services, the primary source of communications, in the remote areas to the most impoverished Laotians. An overview of resulting report can be found <here> (3.2mbit).

In 2001 Tim undertook a 6 month exchange program at Columbia Business School in New York as part of his MBA at the London Business School. Arriving in NYC to live on Manhattan 4 days prior to 9/11, Tim immediately volunteered to work on the Manhattan Small Business Disaster Recovery Program post 9/11 in the Harlem area (helping local small businesses apply for Federal disaster recovery low interest loans). See <here>.

Authorisations

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

• Investments

• Shares & securities

• Super and retirement

• Life, asset and income protection (insurance)

• SMSFs

Contact Tim

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