Quantum Wealth Solutions

Quantum Wealth Solutions is a financial planning practice based in Ballina, NSW established in 2009. Quantum Wealth Solutions is a Corporate Authorised Representative of Professional Investment Services Pty Ltd Authorised Representative number 340225.

Professional Investment Services Pty Ltd, ABN 11 074 608 558, an Australian Financial Services Licence holder, has one of the largest networks of accountants and financial advisers in Australia.

Professional Investment Services Pty Ltd 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 Professional Investment Services Pty Ltd offer services in relation to:

  • Superannuation Planning – helping you consolidate, invest appropriately and have a thorough understanding of your super 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
Sub-Authorised Representative 232012

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.