Independent financial advice Archives ⋆ Page 2 of 2 ⋆ Quantum Financial Independent Financial Planners Sydney

“Your contribution, coming from a smaller, independent advice firm, added an important perspective and depth to the debate, both in the panel discussion on vertical integration and at the forum more generally.”
Gallery
“Your contribution, coming from a smaller, independent advice firm, added an important perspective and depth to the debate, both in the panel discussion on vertical integration and at the forum more generally.”

What others say

“Your contribution, coming from a smaller, independent advice firm, added an important perspective and depth to the debate, both in the panel discussion on vertical integration and at the forum more generally.”

Greg Medcraft, Chair of the financial services regulator ASIC.

“Dear Claire, It was a pleasure having you join us at our Superannuation Business Line National Leadership Conference ‘Reinventing the ATO – what does this mean for Super’. The comments you made at our panel discussion were very insightful and the feedback we received from our participants was very positive. Thank you for giving us your time and sharing your experiences.”
Gallery
“Dear Claire, It was a pleasure having you join us at our Superannuation Business Line National Leadership Conference ‘Reinventing the ATO – what does this mean for Super’. The comments you made at our panel discussion were very insightful and the feedback we received from our participants was very positive. Thank you for giving us your time and sharing your experiences.”

What others say

“Dear Claire, It was a pleasure having you join us at our Superannuation Business Line National Leadership Conference ‘Reinventing the ATO – what does this mean for Super’. The comments you made at our panel discussion were very insightful and the feedback we received from our participants was very positive. Thank you for giving us your time and sharing your experiences.”

Alison Lendon, Deputy Commissioner Superannuation, Australian Taxation Office.

“Hi Claire, I just wanted thank you for participating in the (FPA Congress) panel session with Paul and doing the MC role for Carl Richards. You did an outstanding job in both roles and we appreciate your participation more than you will know. Thanks again Claire ! Kind Regards Mark”
Gallery
“Hi Claire, I just wanted thank you for participating in the (FPA Congress) panel session with Paul and doing the MC role for Carl Richards. You did an outstanding job in both roles and we appreciate your participation more than you will know. Thanks again Claire ! Kind Regards Mark”

What others say

“Hi Claire, I just wanted thank you for participating in the (FPA Congress) panel session with Paul and doing the MC role for Carl Richards. You did an outstanding job in both roles and we appreciate your participation more than you will know. Thanks again Claire ! Kind Regards Mark”

Mark Rantall, Financial Planning Association CEO.

“Claire has an intimate understanding of these topics and an ability to explain them in a very simple, easy to understand manner. More than that, (she is) passionate about the well being of both (her) customers and (her) industry. My observation is that (she) has a strong desire to see financial planning become a trusted profession focused on quality advice rather than selling products.”
Gallery
“Claire has an intimate understanding of these topics and an ability to explain them in a very simple, easy to understand manner. More than that, (she is) passionate about the well being of both (her) customers and (her) industry. My observation is that (she) has a strong desire to see financial planning become a trusted profession focused on quality advice rather than selling products.”

What others say

“Claire has an intimate understanding of these topics and an ability to explain them in a very simple, easy to understand manner. More than that, (she is) passionate about the well being of both (her) customers and (her) industry. My observation is that (she) has a strong desire to see financial planning become a trusted profession focused on quality advice rather than selling products.”

Andrew Robertson, Respected ABC TV finance expert .

“I really feel for Claire and financial planners like her, because I have a similar problem. I’ve been journalist for 44 years and always tried to uphold the highest standards. But there are other people called journalists who don’t do that. The standards of my profession are not enforced and, in fact, virtually anyone can call themselves a journalist.”
Gallery
“I really feel for Claire and financial planners like her, because I have a similar problem. I’ve been journalist for 44 years and always tried to uphold the highest standards. But there are other people called journalists who don’t do that. The standards of my profession are not enforced and, in fact, virtually anyone can call themselves a journalist.”

What others say

“I really feel for Claire and financial planners like her, because I have a similar problem. I’ve been journalist for 44 years and always tried to uphold the highest standards. But there are other people called journalists who don’t do that. The standards of my profession are not enforced and, in fact, virtually anyone can call themselves a journalist.”

Alan Kohler, Respected ABC TV and Eureka Report expert writing in Eureka Report.

“Dear Claire, Having received some very good – and some not so good – financial planning advice down the years I agree with what you say. A good financial planner can make an enormous difference to people’s lives and you have every right to be proud of your profession. The bad apples have been costly in many ways and, like you, I strongly support reforms that make it more difficult for them to operate.”
Gallery
“Dear Claire, Having received some very good – and some not so good – financial planning advice down the years I agree with what you say. A good financial planner can make an enormous difference to people’s lives and you have every right to be proud of your profession. The bad apples have been costly in many ways and, like you, I strongly support reforms that make it more difficult for them to operate.”

What others say

“Dear Claire, Having received some very good – and some not so good – financial planning advice down the years I agree with what you say. A good financial planner can make an enormous difference to people’s lives and you have every right to be proud of your profession. The bad apples have been costly in many ways and, like you, I strongly support reforms that make it more difficult for them to operate.”

Andrew Denton, Australian TV producer, comedian, TV presenter & former radio host.

“In numerous examples Claire and Tim Mackay have given public comments requiring precision and courage because of the possibility that angry competitors might retaliate.”
Gallery
“In numerous examples Claire and Tim Mackay have given public comments requiring precision and courage because of the possibility that angry competitors might retaliate.”

Australian Financial Review, What others say

“In numerous examples Claire and Tim Mackay have given public comments requiring precision and courage because of the possibility that angry competitors might retaliate.”

Duncan Hughes, Australian Financial Review business journalist and Walkley Business Award winner.