Category Archives: Financial planning professionalism
At Quantum Financial we have long supported professional reforms in financial planning. Here are two articles we wrote in the Australian Financial Review loudly calling for change. Read More
John Collett interviewed Claire Mackay for an article on the Royal Commission in the Sydney Morning Herald. Read More
In 2009 Quantum Financial was one of the very few independent financial planning practices in Australia asked to appear as expert witnesses before a Joint Parliamentary Committee. Read More
Award-winning independent financial advisor Claire Mackay appointed to the Accounting Professional & Ethical Standards Board (APESB).
One of my friends recently asked me “What does a financial planner actually do?”. To be honest, until I entered the profession I wondered very much the same thing myself. Read More
On the fourth day of independence, we examine why it can be important that your advisor is independent. Read More
There is one independent financial planner in Australia for every 319,000 people. By comparison, Australia’s 10th biggest city Wollongong has only 290,000 people. So clearly independent financial planners are as rare as hen’s teeth and you’ll need extremely good luck finding one! Read More
On Monday we shared with you our Declaration of Independence. As Christmas approaches, we share with our wonderful clients and friends of Quantum Financial the 12 Days of Independence. On the second day of independence, we explain why independence is not enough.
Read More
