About Claire Mackay CA

Claire Mackay has over 16 years’ experience in private wealth management providing tailored financial solutions to high net wealth and ultra high net wealth private clients at Quantum Financial.

Mackay is the only financial planner to hold the peak qualifications in tax, accounting, law and Self Managed Super fund advising. In 2015 she was recognised as the Money Management Financial Planner of the Year, the youngest ever recipient of the award. In 2014 Mackay was awarded Excellence in Financial Advice and Investment Advisor of the Year.

Prior to Quantum Financial, Mackay worked at Macquarie Bank and PwC, specialising in structuring and tax for corporate and high net wealth clients.  Mackay sits on the External Advisory Panel of ASIC, the Board of the Accounting Professional and Ethical Standards Board, the CA ANZ SMSF Committee and the Grants Committee of Future.

Mackay is a CA (FP & SMSF Specialist), Certified Financial Planner, Graduate Member of AICD, Chartered Tax Adviser and holds a LLB and BCom (Macq) and an LLM (Sydney). She was admitted to the NSW Supreme Court and is a commissioned office (inactive) in the Australian Army Reserves.

More on Claire Mackay can be found at www.ClaireMackay.com.au.

Posts by Claire Mackay CA

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  1. Tips for mentoring future business leaders

    Claire Mackay CA offers her first-hand account of mentoring the next generation of young CAs...

  2. How to construct a winning investment portfolio

    Financial planner Claire Mackay CA shares her approach to creating a great investment portfolio for you and your family...

  3. Unstoppable forces disrupting the finance industry

    New, low-cost business models are disrupting the traditional, high profit margin finance industry...