Claire Mackay was recently recognised as Financial Planner of the Year (FPOTY) and as Investment Advisor of the Year.
In this special diary, she shares the industry leading insights and lessons she has learnt from these arduous award processes.
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
In 2014, I was asked by the Chair of Australia’s financial regulator ASIC, Greg Medcraft, to join ASIC’s External Advisory Panel. Read More
Unlike some of my professional peers, we welcome professional reform in financial planning. Read More
While Quantum Financial’s ideal clients come from various, exciting backgrounds, they share common traits.
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Independent financial planner Claire Mackay shares insights about her role as a trusted financial planner. Read More
Claire Mackay has been recognised as one of the Top 10 Financial Planner Claire Mackay.
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I believe a key characteristic of a leader in financial planning is building an interdependent team around you that includes the right people; is empowered to act; and who understand and believe your vision as a leader. So as leaders we must be effective and credible communicators.
