Welcome to Quantum Wealth Advisors
"Welcome to Quantum Wealth Advisors' website. Quantum is a financial planning firm that is committed to providing its clients with quality financial advice and superior service based on their individual needs and requirements." (Bill Mackay, Quantum CEO)
About Quantum Wealth Advisors
Quantum Financial Services Australia Pty Limited ('Quantum') is a leading Australian financial planning and training organisation. With its HQ in Chatswood, Sydney, Quantum has advisors in most major Australian capital cities. Our website is designed to give you a real sense of who we are and how we like to do business. Feel free to browse and please let us know if you have any queries or if we can assist you.
Big enough to serve you...Small enough to care
From 2004 to 2008 we were proud that Quantum was listed among the Top 100 Australia-wide financial planning practices in Money Management's annual Dealer Group Survey. Despite this, we strategically choose to remain independently owned and flexible enough to service all of our clients on a completely personalised and tailored basis. Delighting our customers with high levels of service is at the very heart of how we choose to do business.
Quantum profiled by respected ABC Television and Eureka Report financial expert, Alan Kohler
We recognise that a key issue most clients agonise over before choosing a financial planner is trust. When it comes to trust we don't expect you to take our word for it, rather we encourage you to consider the thoughts of respected ABC Television and Eureka Report financial expert, Alan Kohler. We provide a link to Alan's detailed article <here> and highlight some of Alan's comments below:
"Tim, 37, and Claire, 34, are the children of Bill Mackay, who set up a financial planning firm called Quantum Financial Services in Chatswood, Sydney, 15 years ago. They have seven degrees between them, including MBAs, they’re both chartered accountants and certified financial planners, and they represent the bright future of financial planning." (Alan Kohler, Eureka Report, Nov 2009).
"It’s because of individuals like Tim and Claire Mackay that Eureka Report’s long campaign against commissions and conflicts of interest in financial planning is now coming to fruition, and it’s also why AMP wants to take over AXA Asia-Pacific." (Alan Kohler, Eureka Report, Nov 2009).
"The trouble for AMP is that even if it does take over AXA and become the “fifth pillar” in Australian financial services, the new status won’t do it much good if the “advice-based distribution” model comes to an end. And it will come to an end if there are enough Tim and Claire Mackays giving independent advice, and proudly calling themselves financial planners, not distributors of products. No one will go to AMP’s 4000 “advisers” then." (Alan Kohler, Eureka Report, Nov 2009).
In mid 2009 Quantum's industry leading financial planners put together a 7 point blue print to reform the industry and improve protection of consumers which we submitted to the Parliamentary Joint Committee into Financial Services. In September 2009 Quantum Advisors were privileged to be asked to present to that Parliamentary Joint Committee into Financial Services as expert witnesses. For more on this and to view a copy of our 34 page submission, please see <here>.
"Tim, by the way, is also on the regulatory sub-committee of the Financial Planning Association, and the submission penned by Bill, Tim and Claire Mackay to the Ripoll Inquiry into Financial Products and Services (the inquiry is examining the role of financial advisers in recent failures such as Storm Financial, MFS and Opes Prime) is the best explanation of the problem, and the solution, that I have ever read. I quote from it at length below (Alan Kohler, Eureka Report, Nov 2009).
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.
Request an appointment
For an obligation free meeting with an experienced Quantum Wealth Advisor, call today on (02) 9440 8084 or email us.