Award-winning independent financial advisor Claire Mackay appointed to the Accounting Professional & Ethical Standards Board (APESB).

APESB Chair, The Honorable Nicola Roxon, commented on Claire’s appointment

The Board welcomes Ms Mackay’s range and depth of expertise which includes roles at Macquarie Bank and PwC.

“Claire brings with her a broad variety of skills and experience from the financial sector as well as great energy.”


According to the APESB

“Award-winning independent financial advisor Claire Mackay will join the Board from 1 July.”

“A business owner and principal advisor at Quantum Financial, Ms Mackay is also a qualified Chartered Accountant, Certified Financial Planner, self-managed super fund expert and a qualified lawyer.”

This appointment to the Accounting Professional and Ethical Standards Board (APESB) brings equal numbers of men and women to the Board for the first time. The Board also now has directors from five states across Australia – enhancing its diversity in a number of ways.


According to Claire

“I look forward to working closely with Nicola and my fellow board members in further developing high quality professional and ethical standards in the accounting profession.”

“It is a great honour to represent Chartered Accountants Australia and New Zealand and indeed all accountants.”

“I also acknowledge the great work Stuart Black AM has performed for the APESB since 2006 and the invaluable help he has provided me in preparing the transition to the Board. I wish him all the very best for the future.”


About Claire

Claire is the youngest ever member appointed to the Board of the APESB and the first financial planning practitioner.

Claire holds a BCom and LLB from Macquarie University, and an LLM from the University of Sydney. She is a Chartered Accountant, a Chartered Accountant – Financial Planning and SMSF Specialist, a Certified Financial Planner and a Chartered Tax Adviser. Claire is a graduate member of the Australian Institute of Company Directors. Claire is admitted to the NSW Supreme Court and is an officer in the Australian Army (Reserve Inactive).

Claire lectures in financial planning and corporate finance at Macquarie University. She is a member of ASIC’s External Advisory Panel, the ATO’s Superannuation Industry Relationship Network (SIRN) body and Professional Planner Magazine’s Advisory Panel. Claire was formerly an industry representative on the Financial Ombudsman Service’s (FOS) Investments, Life Insurance and Superannuation panel. Claire is a member of the judging panel for Money Management’s Financial Planner of the Year Award.

Above: The Honourable Nicola Roxon (right) welcomes the two new recent appointments to the Board, independent financial planner Claire Mackay (left) and former President of CPA Australia, Penny Egan (centre).


About the Accounting Professional & Ethical Standards Board (APESB)

The Accounting Professional & Ethical Standards Board (APESB) is an independent body whose purpose is to develop and issue, in the public interest, high quality professional and ethical standards.

CPA Australia, Chartered Accountants Australian and New Zealand (CAANZ) and the Institute of Public Accountants (IPA) are the three Members of the APESB.

APESB issues standards that outline the responsibilities of professional accountants to act professionally and ethically when they are performing their role. APESB standards are mandatory for accounting professionals who are members of CPA Australia and CAANZ.

The APES Board is chaired by The Honorable Nicola Roxon, Australia’s first female Attorney-General.


You can read more about the APESB here and the APESB’s press release here

You can read more about Claire here


If you have any questions, please contact Claire at Quantum Financial on 8084 0453 or email