Financial planning professionalism Archives ⋆ Independent Financial Advisor Tim Mackay

Professionalism and ethics in financial planning

Financial planning professionalism

April 30, 2018

It’s time (Trusted financial planning)

In the wake of the Royal Commission into Financial Services, we go back to 2009…

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Financial planning Financial planning professionalism Tim in the media

July 1, 2017

Planners way to go

"Alan Kohler applauds to young financial planners".

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Financial planning Financial planning professionalism Tim in the media What others say

June 1, 2017

Re-designing a business

"The fee-for-service model has been held up as a beacon for how the financial planning…

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Choosing a financial planner Financial Planner of the Year Financial planning Financial planning professionalism Independent financial advisor

June 9, 2016

How to reform finanicial planning

In 2009 Quantum Financial was one of the very few independent financial planning practices in…

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50 things you didnt know a financial planner does

Choosing a financial planner Financial Planner of the Year Financial planning professionalism Independent financial advisor

December 11, 2015

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

One of my friends recently asked me "What does a financial planner actually do?". To be…

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Financial planning Financial planning professionalism Independent financial advisor

December 7, 2015

Why is independent important? (Part 1)

On the fourth day of independence, we examine why it can be important that your advisor…

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Financial planning Financial planning professionalism Independent financial advisor

December 4, 2015

Where can you find Australia’s independent financial planners?

There is one independent financial planner in Australia for every 319,000 people. By comparison, Australia’s…

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Financial planning Financial planning professionalism Independent financial advisor

December 2, 2015

Libertatem non sufficit… or Independence is not enough

On Monday we shared with you our Declaration of Independence. As Christmas approaches, we share with our…

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Financial planning Financial planning professionalism Independent financial advisor

November 30, 2015

Quantum Financial’s Declaration of Independence

The rise of independence

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Charter Magazine Choosing a financial planner Financial planning Financial planning professionalism

November 25, 2015

Financial planning, with integrity

Financial planning requires attention to detail and a structured plan.

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Our recent tweets

So who is excited by #Budget2021 #YeahBaby https://t.co/thPcgdFccY

4 years ago
I'm just gonna keep this on my desk for the next few months to see how well this heading & attitude ages. https://t.co/Vv2YyaaIxn

5 years ago
Does he understand what self-isolation means? https://t.co/1P450zxu9p

5 years ago

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