Our key people
BCom MEco BTheol CFP FPA Fellow
“Today I only advise a very small number of long standing clients. We are a family business run on family values serving our clients’ families. I am passionate about providing the next generation of Quantum Financial’s management team with my strategic and mentoring advice.”
BEc (Hons) MBA CA CFP CA-FP SSA
“Together with my business partner and sister Claire, I advise a small number of pre-retirees and retirees looking to fund their dream retirement. I specialise in Self Managed Super Funds and investment advice.
BCom LLB LLM CA CFP® CTA CA-FP CA-SMSF MAICD
“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.”