Claire Mackay
Claire MackayPrincipal, Financial Planner of the Year 2015

Claire Mackay

Independent Financial Planner

Hi, my name is Claire Mackay and I am an independent financial advisor and business owner at Quantum Financial. Along with my brother Tim, I am part of the second generation advising our wonderful clients.

I developed my investing skills at Macquarie Bank and PwC . I was recognised as Financial Planner of the Year 2015 by Money Management; as Investment Advisor of the Year 2014 and was awarded Excellence in Financial Advice 2014 by Independent Financial Advisor.

I am regularly asked my views on ABC TV and in the Australian Financial Review. I regularly discuss finance issues with David Koch (who described me as “A financial wiz”) while Alan Kohler wrote of me “One of my favourite financial planners, Claire Mackay of Quantum Financial in Sydney”.

I have my own website here where I love to share my views [here].

I was appointed by the chair of ASIC as the only financial planner to sit on ASIC’s External Advisory Panel with David Gonski, Heather Ridout, Dr Simon Longstaff and others. In 2018 I was appointed by the Minister of Financial Services, Kelly O’Dwyer, to the inaugural Board of the Australian Financial Complaints Authority, chaired by Helen Coonan (AFCA, more here). I am a director of the Accounting Professional and Ethical Standards Board, chaired by Nincola Roxon (APESB, more here) I also the only financial planner who sits on the Austrlian Tax Office’s peak superannuation representative body, the SIRN.

I am a Certified Financial Planner, Chartered Accountant, Chartered Tax Advisor, Self Managed Super Fund expert and a graduate of the Australian Institute of Compnay directors (GAICD). I hold Degrees in Commerce and Law and a Master’s Degree in Law. In 2018 I was recognised by Barron’s as one of the [Top 50 advisers in Australia]. I am listed on the [Top 10 Financial Planners in Australia] .

But all work and no play would make me a dull Financial Planner. When not managing your money, I love adventures including climbing Machu Picchu, backpacking Africa & India; walking the Kokoda Track, and the Palm Beach to Whale Beach Big Swim.

You can read what others have to say about me here.

Which describes my clients best?

You are a successful professional or business owner who wants to increase your wealth while protecting your assets.

Or you are pre-retiree looking to fund your dream retirement or have already retired and concerned about managing your family wealth and ensuring your loved ones will be looked after in the event of your not being able to do so in the future.

You have a life and are time poor. You “get” the value of dealing with a professional and are willing to delegate management of your finances to a trusted advisor.

You want independent, ethical advice not aligned with a large institution or product provider.

I deliberately work with only a select number of clients so I can give you the attention you expect. Our goal is to provide you with the highest level of tailored service. To add far more value than you pay for with our fixed fees.

Our clients come to us for peace of mind

“After the sudden death of my husband, I felt very vulnerable and I knew I needed a financial advisor that I can trust implicitly. When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with. I connected with her and I am glad I did. Not only is Claire very personable, she’s a lovely person and easy to talk to. On a professional level, she’s got a great deal of credentials. She’s an accountant, a financial planner and has a law degree too.”

Some thoughts from Claire

We are different

If that sounds unusual coming from a financial planning company, perhaps you should talk to us. We really are different.