ABOUT US

Quinn Financial Planning was established in 1995 with the goal of helping clients legally minimize their tax while growing their wealth. We are passionate about helping clients meet their financial goals, and build their financial future.

We operate under an independently owned AFSL license, and are not controlled by any bank institution or company, so you can be sure that we focus on your best interest.

We build long-term relationships with our clients so that we can consistently provide quality ongoing advice.

WORKING WITH US

  Initial complimentary meeting

We get to know each other, and discuss your goals and objectives. We’ll review your financial position, and work towards a strategy to help you meet your short, medium, and long-term goals. And of course, we’ll answer any questions you may have so you can make sure we’ve got your needs covered.

  Develop and implement a financial strategy

We develop a strategic investment and financial plan tailored to your goals. Your financial strategy will be contained in a Statement of Advice that you can keep with you for the future. It’s our job to make our advice clear and easy to understand so you can be sure we have your needs covered. Once we’ve finalized your plan together, we take care of the implementation. We’ll fill out all the paperwork so you can reclaim your time.

  Review and Ongoing Care

We review and update your strategy and investment portfolio to make sure it reflects current market conditions, and continues to meet your needs. We’ll meet with you for reviews and if any issues arise, so you can be confident in your financial plan.

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.

◎ visit our offices

With four offices located around Sydney, including the Sydney CBD, it’s easy to arrange an appointment that suits you.

Sydney cbd

Level 12
95 Pitt Street
SYDNEY
NSW 2000

neutral bay

Level 3
156 Military Road
NEUTRAL BAY
NSW 2089

PENSHURST

3 Laycock Road
PENSHURST
NSW 2222

SUTHERLAND

Level 3
3-5 Stapleton Ave
SUTHERLAND
NSW 2232

02 9580 9166

[email protected]
PO Box 200, Penshurst, NSW 2222