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Accountants

Accountants

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Quinn Financial Planning
Directory Category
Long business description

Hi, my name is Peter Quinn and I’m the founder of Quinn Financial Planning. With over 30 years’ experience as a chartered accountant and financial planner, I want to help you become financially secure so that you can live comfortably for the rest of your life.

I am a Chartered Accountant (CA), Certified Financial Planner, Self-Managed Super Fund Specialist (Member SPAA), Accredited Aged Care Professional and a Fellow of the Australian Institute of Company Directors. Having advised many clients over the years, my experience and qualifications enables me to give you a unique balance of technical, compliance, taxation and practical advice.

Quinn Financial Planning’s advisory services include: Financial Planning, Self-Managed Super Funds, Investment Advice, Retirement Planning, Aged Care Planning, Personal Insurance Advice, Estate Planning and Tax Management.

We offer a free 45 minute consultation to new clients where we discuss your goals and objectives, review your financial position and work towards a strategy to help you meet your short, medium and long-term goals. I look forward to meeting you.

Business Phone Number
(02) 9580 9166
Business Address
Level 3, 156 Military Road, Neutral Bay
Soren Financial
Business Name
Long business description

When it comes to money, the old adage "You don't know what you don't know" rings especially true. Despite having 20 years of investment experience, I still learn about new financial products, which we are always sharing with Soren Financial's clients.

In my investment endeavours, the mortgage & finance industry has opened my eyes to the wide variety of financial options and lenders that are out there, all of which have played a role in helping me reach my financial goals.

Soren Financial is a finance brokerage with the overarching mission of assisting our clients in becoming financially independent. I started Soren Financial to provide a more individualised service and share what I've learned with others.

Our brokerage places a premium on establishing lasting bonds with our clients and introducing them to knowledgeable advisors across sectors and different finance disciplines, with professionals who can make the buying process a breeze.

Contact us so we can assist you in reaching your financial goals at startnow@sorenfinancial.com.

Business Website Address
Business Phone Number
1300 899 819
Business Address
Suite 1, 225 Pacific Hwy North Sydney
Brookside Accountants
Business Name
Directory Category
Long business description

Brookside Accountants is a family owned and operated accounting practice located in Willoughby on Sydney’s lower north shore. The practice was founded in 2014 with a focus on quality client service. We specialise in self-managed superannuation funds, small businesses and individual tax returns.

Our mission is to provide a hassle free accounting and tax service to our clients. With a combined 40+ years of experience in the industry, we have the skills to find a solution to your complex situation and explain issues using simple terminology.

Brookside Accountants Pty Ltd is able to provide financial advice under Australian Financial Service Licence 485237, limited to self-managed superannuation.

Business Phone Number
(02) 9958 1734
Business Address
Suite 1, 56 Frenchs Road, Willoughby
Partell & Associates
Business Name
Directory Category
Long business description

Partell & Associates is a small family run practice operating out of Willoughby in Sydney's north shore.

We specialise in complicated individual taxation and small to medium businesses. We are not afraid of hard tasks, no matter how big or small your tax dilemma is.

Established in 1998 by Eric W Partell, with the vision to provide easy and simple taxation services to the local area and broader community, Partell & Associates has achieved this goal and we are now in our 19th year of business.

With over 30 years of experience setting the foundation of the practice we believe that we can provide a trustworthy and well-priced service from all walks of life, whether it is tough times or simply yearly tax obligations. We can provide these services and many more to our clients in a professional and simplified manner.

Business Website Address
Business Phone Number
(02) 9958 7444
Business Address
Suite 3, 181 High St, Willoughby