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Cover Story: Quantum Financial
Quantum mechanics
BY JAMIE WILLIAMSON
Their level of knowledge and expert opinion across all aspects of financial matters has seen them gain an almost celebrity-like status. Quantum Financial's Tim and Claire Mackay share with Jamie Williamson how they use that expertise to provide fearlessly frank advice to clients of their long-running family business.

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Showing 1 to 10 of 10 stories:
Moving on up
FOX AND HARE
*
ADMIN SPECIAL ACCOUNTS
For an industry so intent on progression, little change has been achieved in recent years. The traditional archetype of a financial adviser still exists ...
Voice for the industry
DEBORAH KENT
DIRECTOR
INTEGRA FINANCIAL SERVICES
If there's one thing that can be said for Australia's advice industry, it's that change is the only constant. And nobody knows this better than Integra ...
Planning your future
MARC BINEHAM
MANAGING DIRECTOR
NOALL & CO
Renowned management consultant and author Peter Drucker famously said that "culture eats strategy for breakfast". He also once said that organisations ...
A novel idea
PEITA DIAMANTIDIS
MANAGING DIRECTOR
CABOODLE FINANCIAL SERVICES
Citing the author behind books turned major Hollywood productions like The Big Short and Moneyball as her biggest inspiration, Caboodle Financial Services ...
Out of the box advice
DARREN JOHNS
PRINCIPAL
ALIGN FINANCIAL
Align Financial's Darren Johns is no stranger to doing things differently. Here, the 2016 AFA Adviser of the Year talks to Jamie Williamson about how straying ...
Power of social
AMANDA CASSAR
DIRECTOR
WEALTH PLANNING PARTNERS PTY LTD
In 2015, Amanda Cassar travelled to Uganda as part of the Hunger Project. She talks to Jamie Williamson about how the experience shaped her approach to ...
Advice from abroad
BRETT EVANS
MANAGING DIRECTOR
ATLAS WEALTH MANAGEMENT
FS Advice spoke with Atlas Wealth Management managing director Brett Evans, an adviser who thrives on providing advice to expats all over the world.
Building relationships
ROBBY SOUTHALL
HEAD OF FINANCIAL PLANNING
FIDUCIAN FINANCIAL SERVICES PTY LTD
FS Advice spoke with Fiducian Financial Services' head of financial planning, Robby Southall, who believes good financial advice is the result of honest ...
A new approach
DAVID REED
RETIREMENT ADVISER
THE RETIREMENT ADVICE CENTRE
FS Advice spoke with 2015 AFA Adviser of the Year, David Reed, who believes that financial advice must move into a retirement coaching role to enable clients ...
From the ground up
PAUL BARRETT
CHIEF EXECUTIVE OFFICER
AZ NEXT GENERATION ADVISORY PTY LTD
Sitting in the living room of his house in North Curl Curl, Sydney, Paul Barrett had a plan to create one of the fastest-growing and most innovative independent ...
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Latest News
FASEA listens as advice industry combs blueprint
DARREN SNYDER  |   1:00PM
The initial response to FASEA's education and ethical standards blueprint suggests the document needs more tweaks. However, it's clear the authority is listening to its advice industry constituents.
AMP partners with Morningstar
JAMIE WILLIAMSON  |   12:51PM
AMP appointed Morningstar as its external research provider to advice licensees.
CountPlus acquires interest in integrated wealth firm
JAMIE WILLIAMSON
CountPlus acquired 40% of a Victoria-based accounting and financial advice firm, marking its first investment under its new business model.
Code of ethics still the main game: FPA
DARREN SNYDER
Financial Planning Association of Australia head of policy and standards Ben Marshan said the FASEA-led Code of Ethics remains the biggest game changer to the advice industry.
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Moving on up
FOX AND HARE
For an industry so intent on progression, little change has been achieved in recent years. The traditional archetype of a financial adviser still exists and - to a large extent - so too does that of the traditional client. Jamie Williamson shares Fox & Hare's plan for change.
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