Tim is a former investment banker on Wall Street and in the City in London with Deutsche Bank, UBS and HSBC.

A Chartered Accountant and Certified Financial Planner, he also studied finance at two of the world’s top business schools – London Business School and Columbia Business School.

Experience and qualifications of Tim Mackay Independent Financial Planner
Experience and qualifications of Tim Mackay Independent Financial Planner


The Independent Financial Advisor
Quantum Financial, Sydney 2005-Current

Equity Sell Side Analyst
Deutsche Bank, New York, London 2002-2005

Volunteer Consultant
UNICEF & Laos National Radio, Rural Laos 2002

Summer Internship, Equity Sales
Deutsche Bank, London 2001

Manager, Projects
Deutsche Bank Private Wealth, Sydney 1999-2000

HSBC Exotic Derivatives Group, London 1998-1999

UBS Warburg, London 1997-1998

Commercial Analyst
Vodafone, Sydney 1994-1997


SMSF Specialist Advisor (SSA)
SMSF Association, Sydney 2009

Certified Financial Planner (CFP)
Financial Planning Association, Sydney 2007-2008

CA – Financial Planning Specialist (CA-FP)
Institute of Chartered Accountants ANZ, Sydney 2007

Advanced Diploma of Financial Planning
Quantum Financial Training, Sydney 2005-2006

Certificate in Securities and Derivatives
Chartered Institute for Securities & Investments, London 2002

Wall Street Graduate Training Program
Deutsche Bank, New York 2002

French Language Course
Alliance Francaise, Nice 2001

Masters of Business Administration (MBA)
London Business School, London 2000-2002
Chazen Exchange Program, Columbia Business School, New York 2001-2002

Cordon Bleu Cooking Course
Le Cordon Bleu Cooking School, London 1998

Chartered Accountant
Institute of Chartered Accountants ANZ, Sydney 1996-1997

Bachelor of Economics (Hons)
University of Sydney 1990-1994

St Ignatius College, Riverview


CFP Member
Financial Planning Association (FPA)

CA Member
The Institute of Chartered Accountants Australia and New Zealand

SSA Member
Self Manage Super Fund (SMSF) Association

Boutique Financial Planners (BFP)


The Independent Financial Advisor
‘He does what it says on the label’