Tim Mackay Independent Financial Planner Sydney

Hi I’m Tim Mackay, The Independent Financial Advisor.

My clients are smart people facing complex financial problems. They want to work with a trusted planner who gives them a sense of control and direction, and removes their concerns. That’s what I love doing.

I am a reformed equity research analyst. After nearly a decade of working in investment banking (Deutsche Bank, UBS and HSBC) in London and New York, I saw the error of my ways.

I returned home with my family and joined Quantum Financial, Australia’s most awarded financial planning practice. Today I am a Sydney based independent financial advisor serving a select group of successful pre-retirees and retirees looking to manage their family’s wealth and fund their dream retirement.

In 2017, I was named in the Barron’s list of the [Top 50 Financial Advisors in Australia] and I was also listed among Financial Standard’s most influential advisors. In 2015 I was recognised as the Self Managed Super Fund (SMSF) Advisor of the Year. I write a monthly column in the Australian Financial Review on Self Managed Super Funds.

You can visit my personal website at www.TheIndependentFinancialAdvisor.com.au where I share my thoughts on all things finance.

I am a Fellow of the Chartered Accountants Australia & New Zealand, a Certified Financial Planner® (CFP®), a SMSF Specialist Advisor™ (SSA), hold an MBA from London Business School and a Bachelor of Economics (Hons) from the University of Sydney.

Profiles of Tim

Quantum Mechanics
(Australian Journal of Financial Planning)

Profile of Tim Mackay Independent Financial Planner

Planners’ way to go
(Alan Kohler in Money Magazine)

Profile of Tim Mackay Independent Financial Planner

Redesigning a business
(Professional Planner)

Profile of Tim Mackay Independent Financial Planner

Tim’s video series

From Lord’s Cricket Ground, London

From the Greek Islands

From Shakespeare’s Globe Theatre

Tim’s shares his views

Independent Financial Advisor Tim Mackay Featured In the Media

We are different

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