About Quinn Financial Planning – our services – why choose us
Quinn Financial Planning is a boutique Sydney-based financial planning practice operating under its independently owned Australian Financial Services Licence. It is a member of The Quinn Group, providing integrated and specialist accounting, financial planning and legal services. The Quinn Group was founded in 1989.
Our Financial Planner in Sydney offers expert personalised advice, predominantly to business owners, executives, professionals and retirees. Unlike many of its competitors who are licensed to solely provide product advice, as a member of The Quinn Group, Quinn Financial Planning is legally licensed to provide both taxation and financial planning services, saving clients’ valuable time and eliminating the potential for conflicting or inconsistent advice (hence The Quinn Group’s motto “providing the total solution”).
Quinn Financial Planning’s Director and Principal, Peter Quinn, is passionate about legally minimising clients’ tax and maximising their wealth. ““As a Financial Planners we pride ourselves on providing the most up-to-date taxation, superannuation and accounting advice, and assisting our clients to achieve their financial goals and plan for a comfortable retirement. Our practical commercial approach to each matter means we are able to tailor our services to suit each client’s individual requirements. Our team of advisors and financial planners in Sydney will manage each situation to cater for the changing economic, investment and legislative landscape.”
We provide tailored, comprehensive advisory services for:
What sets us apart from our competitors – 8 good reasons to join us
About Peter Quinn, Director and Principal
Peter has over 20 years experience as a practicing chartered accountant specialising in business services, corporate advice, estate and financial planning, personal insurance, superannuation and taxation. He is also a specialist in the administration and advice of Self Managed Superannuation Funds.Peter has been in business for over two decades. Our clients receive the benefit of Peter’s practical understanding of issues faced when managing their finances.
Peter regularly interfaces with the business community through holding seminars on topics such as business issues, taxation, financial planning and superannuation strategies.
Peter is a Chartered Accountant (CPA), Certified Financial Planner, Self Managed Super Fund Specialist (Member SPAA), and a Fellow of the Australian Institute of Company Directors. Peter’s experience and qualifications give him a unique balance of technical, compliance and practical advice.
It has been reported that there are less than 50 professionals in Australia who are Chartered Accountants, Certified Financial Planners and Self Managed Super Fund Specialists.
To view Peter’s full bio, click here.
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Make an appointment
Our team of professional and qualified Accountants, Financial Planners and Para Planners are ready to assist you with all your accounting, taxation and financial planning needs. Our legal team can also assist you with all matters relating to Wills and estate planning.
To make an appointment for a complimentary 45 minute consultation with Peter, contact us on +61 2 9580 9166 or complete our online Enquiry Form. As part of our initial consultation we offer a Free Superannuation Review to ensure that you have the correct strategy and funds to help you meet your retirement objectives.
We are conveniently located
We have offices within Sydney at the following locations:
or alternatively we are happy to meet via web or phone if you are travelling or out of reach.
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