David Jenkins. Dip F.S (fp)
Senior Financial Planner - Gold Coast
David Jenkins is Quantum
Planning's senior adviser in the Gold Coast
office. He is an authorised representative of
Charter Financial Planning, AFSL 236475.
As a qualified Financial
Planner with 6 years experience, David is able
to provide you with advice on strategies such as
guidance on budgeting, savings and wealth
creation, investment planning, superannuation
planning, pre-retirement planning, retirement
planning, risk and insurance analysis, estate
planning considerations, salary packaging
advice, and business succession planning.
Kerry Bennett. Dip F.S (fp)
DFS5
Financial Planner - Gold Coast
Kerry has
worked with Quantum Planning Solutions since May
2007, starting as an administration assistant
before completing her Dip F.S (fp). She has been
a qualified financial planner since October
2007, and brings a dedicated attitude to helping
her clients source the right solution for their
situation.
With
6-years prior experience in the Banking
industry, Kerry brings an extensive
understanding of client needs in the financial
planning process. Her experience as an
accomplished share trader is an additional
benefit, however, Kerry has a strong focus on
client "Risk" assessment.
Kerry is
an authorised representative of Charter
Financial Planning, AFSL 236475 and is able to
provide advice on strategies such as budgeting
and goal setting, savings and wealth creation,
investment planning, superannuation planning,
pre-retirement planning, retirement planning,
risk and insurance analysis, centrelink
planning, and business succession planning.
Bradley Richards. BBus (Acc), Dip F.S (fp), CPA.
Financial Planner -
Brisbane
Brad has worked as a
Financial Planner since 1998. Brad is dedicated
to providing quality financial planning advice
to individuals and small to medium business
owners through his "value for service" approach.
With nearly 30 years experience in the financial
services industry, including senior management
positions in banking, industry and chartered
accountancy.
Brad has a Diploma of
Financial Services (Financial Planning), a
Bachelor of Business - Accountancy degree and is
Fellow of CPA Australia.
Brad will provide advice in
the areas of financial planning, managed
investments, superannuation and risk insurance.
Brad will analyse each client's individual
current situation and provide relevant advice to
ensure they are adequately protected and provide
investment strategies which should greatly
improve their future investments and overall net
worth.
Mark Shepherd. Dip F.S (fp)
Financial Planner -
Gold Coast
Mark has joined Quantum
Planning after several years working in the
property industry, starting with us in early
2008. Having completed his Diploma of Financial
Services (Financial Planning), Mark adds another
valuable level of knowledge to his 7 years
experience providing investment advice.
Mark is working with Quantum
Planning on unique projects with our partners
Finance Ezi and LJ Hooker Financial Services.
His extensive experience in client management
and services offer invaluable guidance for our
Gold Coast team.
With a strong focus on
customer service, Mark brings an enthusiastic
attitude to our Quantum team.
Louis Grey. Dip F.S (fp), CPA.
Financial Planner -
Brisbane
Louis has been working in
the Financial Planning industry since early
2008. After identifying a desire to help people
with their financial situation, Louis decided to
undertake his Diploma of Financial Services
(Financial Planning).
After joining Quantum
Planning, Louis focussed on administration and
para-planning roles to further his knowledge of
the industry. He has now progressed into an
advisory role, focussing on Risk Insurance
products.
Coming from a management
background in manufacturing, Louis is thorough
and meticulous in his processing, ensuring all
facets of his clients life are considered when
providing advice.
Para-Planners
Nathan Horvath
Senior
Para-planner - Gold Coast
Nathan is
the Senior Para-planner in the Gold Coast
office. He has been working in the industry for
more than 2 years, joining Quantum Planning
Solutions in January 2007.
With
extensive experience in producing superior
Statements of Advice, Nathan is well versed in
his understanding of product and strategy
knowledge. Nathan is furthering his academic
knowledge by undertaking a degree in Commerce,
majoring in Financial Planning and Accounting,
and has a focus in becoming a comprehensive
financial planner.
Administration
Gary Scallan
CEO
Gary has extensive
experience building and creating financial
planning firms throughout the world. After
successfully establishing a leading firm in Port
Elizabeth, South Africa, Gary then proceeded to
Europe where he created an international company
with offices in London and Zurich, Switzerland.
Gary's passion is creating
successful business platforms, and this
enthusiasm is portrayed in the dynamics of
Quantum Planning Solutions. The direction Gary
is taking Quantum has the company moving through
a large growth phase. In the years to come, Gary
will steer Quantum to becoming one of the most
dynamic and successful financial planning firms
in Queensland.
Vanessa Chin
Personal Assistant - CEO
Vanessa has been the
Personal Assistant to the Quantum Planning
Solutions CEO for more than 2 years. Following
extensive experience working for her family
business, Vanessa joined Quantum in one of the
pivotal roles that ensures the business operates
smoothly. Shanteece Smith
Administration Manager - Gold Coast Shanteece has worked in the Financial Planning industry since early 2006 in an administrative role. She joined Quantum Planning in May 2008 as our Administration Manager in the Gold Coast office. Having completed Certificate 3 in Business Administration and Certificate 4 in Financial Services, Shanteece's goals are to further her career in administration with additional studies in office management. Shanteece is an integral part of our team, ensuring smooth operations within the office and in providing clear communications between the Gold Coast and Brisbane.
Pauline Davis
Administration Manager -
Brisbane
Pauline is currently
studying her Diploma of Financial Services
(Financial Planning), and has joined Quantum
Planning in an administration role through the
Griffith University professional internship
program.
Pauline has a great desire
to help people, which she has shown with great
vigour in our Brisbane office. As Pauline
develops further knowledge of the financial
industry, completing her Dip of FS, she will
continue to manage the Brisbane office
administration in a pivotal role.
Tiffany Berg
Partner BDM (Business
Development Manager)
Tiffany joined Quantum Planning in November
2007, where she started as our Administration
Manager for the Gold Coast office. Her
development through the company now has Tiffany
working as our Business Development Manager
(BDM), working closely with our partnerships to
ensure all their needs are met.
As Quantum Planning
progresses through future acquisitions,
marketing strategies and business relationships,
Tiffany will be pivotal in ensuring processes
are smoothly integrated.
Shukai Wei. BMgmt (Acc/Fin) MAcc
Financial Controller - Gold Coast/Brisbane
Eva comes to us with a
Bachelor of Management degree (double majors in
Accounting and Finance) from the University of
Guangxi, China. A move to Australia in 2005 saw
Eva studying her Masters in Accounting, before
she began work with Quantum Planning Solutions
in 2007.
Eva's central role in
managing the company finances has her working
closely with the administration management team,
providing pivotal information for the
decision-making processes.
Matthew Brown. BBus (Mktg), Dip TA (ATAA),
ADA2
Operations - Gold
Coast/Brisbane
Matthew has worked in the
Financial industry for the last 10 years. His
experiences include the writing and publishing
of various stock and option market newsletters,
management of company funds, development of
trading systems, and education of stock/option
market investment and trading techniques.
After joining Quantum
Planning Solutions in early 2008, Matthew's
Financial industry experience is now being
utilized in the Management and Operations of the
company's technology, finance and administration
areas.
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