We focus heavily on building long term relationships with our clients so that they can consistently receive quality ongoing advice. We are licensed to provide both financial planning and tax advice, so you'll always have the advice you need to meet your financial goals. We pride ourselves on selecting funds, property and shares that have outperformed industry benchmarks.
Our principal, Peter Quinn, is passionate about helping clients reach their goals and build a better financial future for their families. Peter has over 30 years of experience as a chartered accountant and financial planner, helping business owners, professionals and executives to grow and manage their wealth.
Our principal, Peter Quinn, is passionate about helping clients reach their goals and build a better financial future for their families. Peter has over 30 years of experience as a chartered accountant and financial planner, helping business owners, professionals and executives to grow and manage their wealth.
Services
Quinn Financial Planning was established in 1995 with the goal of helping clients legally minimise their tax while growing their wealth. We are passionate about helping clients meet their financial goals, and build their financial future. We operate under a privately owned AFSL license 246411, and are not controlled by any bank institution or company, so you can be sure that we focus on your best interest.
Expert planning is the key to financial freedom. Our financial planners in Sydney provide tailored advice designed for long-term success. We prize the relationships we build with our clients, and look forward to building your financial future together. We are licensed to provide both financial planning and tax advice, so you'll always have the advice you need to meet your financial goals.
A Self-Managed Super Fund (or SMSF) is a great way to take control of your own superannuation investments and plan for retirement your way. Our SMSF experts provide a comprehensive management service, from establishment and administration, to investments and accounting. Our planners are SPAA accredited SMSF specialist advisers, so you can be sure you're getting the best advice and expertise in self-managed super.
We discuss your financial position, and develop a clear understanding of your long term goals. Through these discussions, we'll identify opportunities to maximise the performance of your investments. Our investment advisors will create a custom portfolio to suit your needs as an investor. Your portfolio is designed to effectively meet your financial goals, while also matching your attitude towards investment risk.
Retirement can be an exciting time, with many adventures planned ahead. But to live the retirement you dream of, it's important to start planning early. Australians are living longer, healthier lives which means we can expect to enjoy a lengthy and active retirement. Our extended retirements mean expert financial planning is required.
Reviews (5)
Oddom Demontiero
Jun 15, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Peter and his team have been providing us sound financial advice over a number of years. He takes time to understand you as a person and provide advice that is personalized for the present yet plans for the immediate and distant future. We highly recommend Quinn financial Planning to look after you and your family's financial future.
Peter and his team have been providing us sound financial advice over a number of years. He takes time to understand you as a person and provide advice that is personalized for the present yet plans for the immediate and distant future. We highly recommend Quinn financial Planning to look after you and your family's financial future.
Judy Green
Mar 05, 2021
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Raj Asawa
Jan 25, 2021
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We have been with Peter for 5 years and have found him professional with highest integrity, customer always comes first. He takes time to explain his reasoning and will listen to your side. There are not many who will combine his comprehensive technical knowledge from strategy to administration. It is a great help too that he fully understands tax implications of any decision.
Stephen Byrne
Sep 03, 2020
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Positive: Professionalism, Quality, Value
With so many stories about poor financial planning and unethical behaviour, we are very fortunate to have found Quinns 15 years ago to help us manage our financial affairs and help us weather the up's and downs of the GFC and now COVID. We unreservedly recommend Quinns for financial planning and accounting services.
With so many stories about poor financial planning and unethical behaviour, we are very fortunate to have found Quinns 15 years ago to help us manage our financial affairs and help us weather the up's and downs of the GFC and now COVID. We unreservedly recommend Quinns for financial planning and accounting services.
Ratna Ghosh
May 28, 2020
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