Quantum Wealth Solutions is a financial planning practice based in Ballina, NSW which was established in 2009. Quantum Wealth Solutions is a Corporate Authorised Representative of Professional Investment Services (PIS).
Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Services Licence holder, has one of the largest networks of accountants, financial advisers and life insurance brokers in Australia.
Professional Investment Services offers a broad range of financial and business development services that are backed by our ongoing support and expertise. Our size, skills and success enable us to offer first class, personal services in financial planning, wealth creation and wealth preservation strategies, while at the same time assuring that we are a progressive company in the ever-evolving financial services profession.
Quantum Wealth Solutions, on behalf of PIS offer services in relation to:
- Superannuation Planning – helping you consolidate, invest appropriately and have a thorough understanding of superannuation and how it can work best for you
- Retirement Planning – build your savings for retirement and help you transition to an adequate lifestyle
- Investment Planning
- Risk Insurance – including Life, Disability, Trauma and Income Protection and offering advice to the benefits of holding insurance both inside of super and stand alone.
OUR TEAM:
Paul Latta B.Bus
Financial Planner
Paul completed his Bachelor of Business (Major in Accounting) at Southern Cross University in 1997. Paul is a Sub-Authorised Representative of Professional Investment Services, and has been a financial planner since 2000.
Todd Newton Dip FS
Financial Planner
Todd completed a Diploma of Financial Services (Financial Planning) and has previously worked for Westlawn Financial Planning and Aon Financial Planning in the Northern Rivers as a Financial Planner. Todd is a Sub-Authorised Representative of Professional Investment Services. Todd grew up in Kyogle and now lives near Alstonville with his wife, Elizabeth, and two young boys, Benjamin and Austin. His interests are sports and catching up with family and friends.
