Director / Senior Paraplanner
Business Manager
B.Com (FP & Acc), SMSF, Gearing
Experience: 15 years Paraplanning
Director / Senior Paraplanner
Training Manager
Adv Dip FS (FP)
Experience: 15 years Paraplanning
Director / Senior Paraplanner
Compliance Manager
Adv Dip FS (FP), SMSF, Gearing
Experience: 11 years Paraplanning
Director / Adviser Support
New Business Manager
B.Com (FP & IB), Adv Dip FS (FP)
Experience: 10 years Financial Services
Paraplanner / Team Leader
Dip FS (FP), Grad Dip Fin Mgt
Experience: 5 years Financial Services
Robert has over 6 years' experience in the financial planning industry, including a diverse range of skills including SMSF and Aged Care advice. Outside of work Robert enjoys most sports and getting into the outdoors.
Paraplanner
Dip FS (FP)
Experience: 3 years Paraplanning
Ben spent 15 years as a Systems Analyst with HP before switching to the finance industry many years ago. He was formerly a big-wave surfer until forced to retire due to a serious wipe-out. He still enjoys the beach and is a part-time Lifeguard and casual Sports Coach. When he’s not at the beach he wishes he was.
Paraplanner
Dip FS (FP)
Experience: 6 years Paraplanning
When Toni is not working, she likes to take her two Boston Terriers (Diddy and Chelsea) for walks, attend dance classes and social touch footy during the week, and hang with with friends and family on the weekends. Quantum is a great place to work and she enjoys conquering the daily
Paraplanner
Dip FS (FP)
Experience: 6 years Paraplanning
When Toni is not working, she likes to take her two Boston Terriers (Diddy and Chelsea) for walks, attend dance classes and social touch footy during the week, and hang with with friends and family on the weekends. Quantum is a great place to work and she enjoys conquering the daily SOA challenges, daily trivia (provided by Matt) and our co-worker camaraderie.
Paraplanner
Dip FS (FP)
Experience: 2 years Financial Services
Paraplanner
Grad Dip FP
Experience: 13 years Paraplanning
Paraplanners
Dip FS (FP)
Experience: 2 years Financial Services
Paraplanner
Adv Dip FS (FP), Adv Dip Bus (Acc)
Experience: 8 years Paraplanning
Sara Malihi has worked in banking and finance for the past 15 years in various capacities including Authorised Representative and Audit roles. Sara has been a member of Quantum Paraplanning for the past 6 years and enjoys cooking, travelling , medieval and ancien
Paraplanner
Adv Dip FS (FP), Adv Dip Bus (Acc)
Experience: 8 years Paraplanning
Sara Malihi has worked in banking and finance for the past 15 years in various capacities including Authorised Representative and Audit roles. Sara has been a member of Quantum Paraplanning for the past 6 years and enjoys cooking, travelling , medieval and ancient history amongst her many interests. Sara is an avid Star Wars fan and loves the classical arts.
Paraplanner
B.Com (FP)
Experience: 4 years Paraplanning
Paraplanner
Dip FS (FP)
Experience: 2 years Paraplanning
Paraplanner
Experience: 2 years Paraplanning
Paraplanner
Dip FS (FP), B.Bus
Experience: 2 years Paraplanning
When Jess isn’t at work, she enjoys spending time at home with her husband and dog, going to her local coffee shop and playing social sports. Jess also enjoys making the most of what the Gold Coast has to offer by going to live music events or finding new places to camp or hike on the weekends.
Adviser Support
Dip FS (FP)
Experience: 1 year
Adviser Support
Dip FS (FP) and SMSF
Experience: 1 year
Adviser Support
Dip FS (FP)
Experience: 1 year
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