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.