Financial planning professionalism Archives ⋆ The Independent Financial Advisor

Apr 30

3

It’s time (Trusted financial planning)

By The Independent Financial Advisor | Financial planning professionalism | No Comments

Professionalism and ethics in financial planning

In the wake of the Royal Commission into Financial Services, we go back to 2009 when Quantum Financial was asked to appear as expert witnesses before a Joint Parliamentary Committee (as recorded in Hansard). Read More

Jul 01

2

Planners way to go

By The Independent Financial Advisor | Financial planning, Financial planning professionalism, Tim in the media | No Comments

“Alan Kohler applauds to young financial planners”.

Re-designing a business

By The Independent Financial Advisor | Financial planning, Financial planning professionalism, Tim in the media, What others say | No Comments

“The fee-for-service model has been held up as a beacon for how the financial planning sector should operate… Tim Mackay shows how it can be done.” Read More

Jun 09

1

How to reform finanicial planning

By Quantum Financial | Choosing a financial planner, Financial Planner of the Year, Financial planning, Financial planning professionalism, Independent financial advisor | No Comments

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

Dec 11

3

50 things you didn’t know a financial planner should do for you

By The Independent Financial Advisor | Choosing a financial planner, Financial Planner of the Year, Financial planning professionalism, Independent financial advisor | No Comments

50 things you didnt know a financial planner does

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

Dec 07

5

Why is independent important? (Part 1)

By Quantum Financial | Financial planning, Financial planning professionalism, Independent financial advisor | No Comments

Independet financial advice Quantum Financial

On the fourth day of independence, we examine why it can be important that your advisor is independent. Read More

Dec 04

6

Where can you find Australia’s independent financial planners?

By The Independent Financial Advisor | Financial planning, Financial planning professionalism, Independent financial advisor | No Comments

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

Dec 02

5

Libertatem non sufficit… or Independence is not enough

By Quantum Financial | Financial planning, Financial planning professionalism, Independent financial advisor | No Comments

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