Build a retirement plan that decides whether a self managed super fund belongs in it, before you build the next thirty years around the wrong structure.

A Sydney firm that delivers financial planning and tax advice together walks through how super, tax and investments should sit, so the SMSF question answers itself.

Share where things sit now and what you want the next ten years to look like. That tells the team whether a complimentary appointment makes sense for your situation.

Financial planning and tax advice togetherPrivately owned AFSL 246411Over 30 years advising Sydney familiesFour Sydney offices plus Zoom

Why Quinn Financial Planning

The technical depth to weigh an SMSF properly, in plain English you can act on.

Quinn Financial Planning, in specifics

  • Two licences, one room Licensed to provide both financial planning and tax advice, so retirement income, super, investments, the SMSF decision and tax structure are weighed in the same conversation rather than handed between separate people.
  • The credential stack Principal Peter Quinn is a Chartered Accountant, Certified Financial Planner, Chartered Tax Adviser and SMSF Specialist Adviser. The firm cites a reported fewer than 50 professionals in Australia holding the CA, CFP and SMSF specialist combination.
  • Genuinely private Operates under a privately owned AFSL 246411, not controlled by a bank, institution or insurance company, so the advice follows your plan rather than a product list.
  • The model A complimentary first appointment, a review of your goals and position, a tailored Statement of Advice, implementation handled by the team, then ongoing reviews as your life and the rules change.
  • Footprint Established in 1995, with four Sydney offices across the CBD, Neutral Bay, Penshurst and Sutherland, plus meetings by Zoom.

In their words

We have been fortunate to have Peter Quinn for the last thirty years in his capacity as our financial adviser. He planned our superannuation policy to a projected figure in our retirement.
Bob & Vennie FlanaganClients of thirty years
Thank you for putting in the special time for our super fund. It was very much appreciated and nice to know that you have a professional team behind us.
Pete & MichelleSelf managed super fund clients
Peter has been patient and responsive and always answers my questions promptly. No question is ever a problem. He takes the time to help me understand.
KateSMSF and financial planning client of 4 years
We highly recommend Quinn Consultants as their advice and service for personal, business and SMSF issues has always led us in the right direction over the past 30 years.
CarolPersonal, business and SMSF client of 30 years
The comfortable position we are in in retirement is mainly due to Quinn Consultants.
CarolRetired client