For over 23 years, Quantum Financial has been a trailblazer, guiding a select number of clients who follow our trusted advice.

Those who become our valued clients become part of this tradition, benefiting from our fiercely independent, award winning financial advice.

Trailblazing is a term that triggers a sense of energetic pioneering in financial planning and that is exactly what Quantum Financial has done.

  • Recognised as Australia’s most awarded financial planning practice
  • The first financial planing practice to ever be awarded the Excellence in Business Ethics Award (NSW Business Chamber 2012)
  • The first financial planning practice to be nominated as the Australian nominee for the International Business for Peace Award in Oslo as judged by two Nobel Prize winners (nominated by the NSW Business Chamber)
  • The first financial planning firm to be asked to appear as expert witnesses at a Joint Parliamentary Commission on how to reform the financial planning industry (2009)
  • Home of the Financial Planner of the Year (2015), Investment Advisor of the Year (2014) and Self Managed Super Fund Advisor of the Year (2014)
  • Our “Investing Insights” research is recognised as Australia’s very best financial planning research
  • One of the few financial planning practices in Australia qualified to call themselves truly Independent with NO TIES to any product providers
  • One of the very first financial planning practices to be recognised as specialists in Self Managed Super Fund (SMSF) advice, Exchange Traded Fund (ETF) advice and to offer a fixed, fee for service advice free of conflicts and commissions.


Thomas Aquinas

What’s in a name?

Quantum Financial is a name that has been more than 750 years in the making.

We don’t take our name from the 2008 James Bond movie ‘Quantum of Solace’ starring Daniel Craig nor the late 1980’s TV series, Quantum Leap, in which Scott Bakula leapt back and forth in time – handy for predicting markets! (although ‘Quantum Leap’ is the title of a profile of Quantum Financial’s Claire Mackay in Professional Planner Magazine). We also claim no link to (nor even a basic understanding of) the intricacies of Quantum physics.

Our founder Bill took the name “Quantum Financial” from a quote from a poem written by the 13th century philosopher Thomas Aquinas.

The quote in Latin from the poem is ‘Quantum potes, quantum aude’ and it means ‘As much as you are able, dare to do’.

This reflects the attitude to excellence, ethics and professionalism that Bill wanted at the very heart of everything that Quantum Financial and it’s people did.