Financial Planning

Take control of your financial future with expert personalised financial planning and tax advice

Quinn Financial Planning is a boutique Sydney-based financial planning practice operating under an independently owned AFL license. We’re passionate about helping you build your wealth, maximise your investments and plan for your long-term financial well-being.

 

Why choose us?

We’re financial planners and tax accountants.
You’ll always have the advice you need to meet your financial goals 

We’re focused on your best interest.
We look out for your best interest in all the advice we provide. We are not controlled by any bank, institution, or company.

We’re outperformers.
We pride ourselves on selecting funds and shares that have outperformed the industry benchmarks. Security of capital is our principal objective.

We offer personalised advice.
We focus heavily on building long term relationships with our clients so that we can consistently provide quality ongoing advice.

Visit our financial planning website to learn more.

 

What can we help with?

At Quinn Financial Planning, we provide tailored, comprehensive advisory services across the full spectrum of financial planning. Some of the ways we can help you include:

  • Investment strategies
  • Tax Planning
  • Property advice
  • Self-Managed Super Funds
  • Estate planning
  • Wealth creation
  • Retirement planning
  • Personal insurances

 

Quinn Financial Planning is led by Peter Quinn, Director and Principal

Peter has over 30 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. Our clients receive the benefit of Peter’s practical understanding of issues faced when managing their finances.

Peter is a Chartered Accountant (CA), Certified Financial Planner, Self Managed Super Fund Specialist (Member SPAA), Accredited Aged Care Professional 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.

Enquire today and we will get back to you next business day.