Quantum Financial 0 3 Charter MagazineFinancial planningFinancial planning professionalismInvesting InsightsPopular November 25, 2015 The ethics of the Wolf of Wall Street Tim Mackay takes aim at Hollywood’s portrayal of someone who destroyed lives, yet is being…Read More
The Independent Financial Advisor 0 4 Financial planningFinancial planning professionalism November 20, 2015 An open letter to the CEO of the FPA Dear Mark An open letter to the CEO of the FPA (more…)Read More
The Independent Financial Advisor 0 2 Financial Planner of the YearFinancial planningFinancial planning professionalism November 10, 2015 Financial planning, with integrity Unlike some of my professional peers, we welcome professional reform in financial planning. (more…)Read More
The Independent Financial Advisor 0 78 Client storiesFinancial Planner of the YearFinancial planningFinancial planning professionalism November 9, 2015 Clients we work best with While Quantum Financial’s ideal clients come from various, exciting backgrounds, they share common traits. (more…)Read More
The Independent Financial Advisor 0 3 Financial Planner of the YearFinancial planningFinancial planning professionalism October 2, 2015 What are the characteristics of a leader in financial planning? Inspire those around us I believe a key characteristic of a leader in financial planning…Read More
Quantum Financial 0 2 Charter MagazineFinancial planningFinancial planning professionalismInvesting InsightsPopularRetirement planningSelf Managed Super Fund January 25, 2015 Sex and Warren Buffett For finance tragics like me, the annual release of Warren Buffet’s shareholder letter is an…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningFinancial planning professionalism August 30, 2011 Opt in for long-term profits Key point: Financial planners should seize this chance to develop professionalism writes Tim Mackay and…Read More
The Independent Financial Advisor 0 0 Australian Financial ReviewFinancial planningFinancial planning professionalism May 2, 2011 Restoring trust in financial advice Financial planning must be professional, and new government reforms are a good start, write Tim…Read More