Quantum is an independent, nationally accredited Registered Training Organisation

Welcome to Quantum Financial Training

Get a feel for Quantum Financial Training

"Welcome to our financial training website. Quantum Financial Training is committed to providing its clients with quality financial training and superior service based on their individual needs and requirements."
Bill Mackay, Quantum CEO

Quantum Financial Services Australia Pty Limited ('Quantum') is a leading Australian training organisation. With its HQ in Chatswood, Sydney, Quantum is a nationally accredited Registered Training Organisation. Our website is designed to give you a real sense of who we are and how we like to do business.

Our most popular services

Our most popular courses currently include:

Accreditation

Quantum is a nationally accredited Registered Training Organisation (RTO 90281) with our courses listed on the ASIC Training Register.

Personally tailored financial training

Our qualified and experienced trainers and assessors work with their clients to provide tailored training solutions. Quantum develops flexible financial training and assessment strategies that meet each individual client's needs and goals. To arrange a discussion on your training and/or assessment needs, contact us today on (02) 9440 8084. 

Education, skills and integrity

Quantum ensures that all its trainers and assessors are professionally trained to the highest industry standards in education, skills and integrity. Our long-term client relationships are built upon trust, expertise and experience.

Recognised financial education industry leadership

In 2009 Quantum Financial Training was honoured that it was the only Registered Training Organisation in Australia requested to provide expert witnesses to a Joint Parliamentary Committee into reforming the Australian financial services and financial training industries. Chris Pearce MP, Shadow Minister for Financial Services, Superannuation and Corporate Law, offered the following comment at the public hearing:

"In my own experience, I think that there would be very few AFSL holders who are also RTOs. So I think it is quite an interesting model that you (Quantum) have developed there. I think it is good for your own people as well as for your clients." (Source: Hansard).

Quantum's history

Quantum was established in 1994 by Bill Mackay. Drawing on his extensive skills and experience in the financial services industry, his vision was to create two complimentary divisions within the firm  - a Wealth Advisory Business and a Financial Training Business.

 Today Quantum Wealth Advisors and Quantum Financial Training are both recognised as industry leaders in their respective fields.

In 2005 Bill's son Tim Mackay joined as Quantum's Chief Operating Officer after a successful career in New York, London and Sydney working with investment banks such as UBS, Deutsche Bank and HSBC across equities, fixed income, derivatives and managed investments. Tim is a qualified Certified Financial Planner, Chartered Accountant  - Financial Planning Specialist and has been awarded a Masters of Business Administration from London Business School. 

In 2008 Bill's daughter Claire Mackay joined Quantum after a successful career in structured products for both PwC and Macquarie Bank. Claire is a qualified Certified Financial Planner, Chartered Accountant - Financial Planning Specialist and, with her Bachelors and Masters of Laws degrees, has been admitted as a solicitor to the Supreme Court of NSW.

Book an assessment

To book your ASIC assessment or to organise training or CPD, call Quantum Financial Training on (02) 9440 8084 or email us.