Why choose Quinn Financial Planning?

Seeking sound financial advice does make a difference to your life. A critical factor can be a source of your advice.

"Financial Planner" is a generic term used by many organisations. At Quinn's we believe that seeking advice from an independently owned Australian Financial Services Licence (AFSL) holder gives you the best opportunity to maximise your financial wealth.

The Quinn Group

Quinn Financial Planning is a member of the Quinn Group - we are Chartered Accountants, Financial Planners, Solicitors and Finance Brokers. The Quinn Group has been in operation for approximately 20 years with Quinn Financial Planning commencing in 1995.

Mission Statement

We are very passionate about assisting our clients to legally minimise their tax and maximise their wealth.

Independently Owned

We are not controlled by any financial institution/s such as a fund manager, bank, insurance company or trade/ credit union. None of these institutions has a vested interest in our business and are not therefore in a position to influence our advice.

Both Taxation and Financial Planning

We believe that by offering you both financial planning and taxation advice you will benefit from consistent advice and experience significant cost savings. That is by providing tax advice we are in the best position to provide financial planning advice, which also saves you time and money.

Fund Selection and Tax Structures

Many financial planners help with the selection of investment products but lack taxation knowledge (or they are not qualified chartered accountants). Not only can Quinn Financial Planning help you with the selection process but can also help you structure your investments in the most tax effective way.

Consistently outperform industry benchmarks

Quinn Financial Planning has a proven record of selecting funds and shares that have out performed industry benchmarks. At Quinn's we operate from a comprehensive recommended list. We pride ourselves on our record. In the documents below we have listed funds which have been either frozen or closed as at 10 March 2010. No clients of Quinn's have been recommended these funds. You have worked hard for your savings therefore, security of capital is our principle objective. No point earning 5% p/a more only to see the fund freeze or close.

List of frozen or closed funds

The following lists well published companies that have closed trading. Again none of these companies were on Quinn's recommended list.

List of closed companies

Highly Qualified and Experienced

All our staff are highly qualified and experienced in providing tax and financial solutions to our clients - Peter Quinn is a Chartered Accountant and a Certified Financial Planner.

Australian Financial Services Licence (AFSL)

Quinn Financial Planning has its own Australian Financial Services Licence (No. 246411). We ensure that all advisers are appropriately qualified and experienced.

Building long term relationships

We believe in building long term relationships with our clients, by providing quality on-going advice and constantly reviewing our client's portfolios.

For more information or to arrange to speak with one of our accountants or financial planners contact us now by submitting an online enquiry form or call 1300 QUINNS or on +61 2 9223 9166.

The Quinn Group - Providing the Total Solution

As a legal, accounting and financial planning firm The Quinn Group are able to offer legal and financial services in one location. Visit our Legal Services page to see our range of legal services.

Visit our Accounting Services page for more information on the wide range of Accounting Services that The Quinn Group can provide to you as an individual or a business.

Whilst we have 5 offices located in Sydney, we are also able to meet you at location convenient for you. Additionally, we have web and teleconferencing available for regional, interstate or international clients.