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.
Paul Latta B.Bus
Sub-Authorised Representative 232012
Paul completed his Bachelor of Business (Major in Accounting) at Southern Cross University in 1997. Paul joined Michael in Lismore in October 1997 prior to moving to Ballina in August 2000. Paul is an authorised representative of Centrepoint Alliance through Quantum Wealth Solutions, and has been financial planning since 2000. Paul grew up in the local area and now lives in Lismore. Paul is married to Jemima and he has 2 children, Poppy and Piper. His interests include all sports, his passion being baseball and rugby league.
Shane Moodie Adv Dip FS (FP)
Sub-Authorised Representative 248145
Shane has obtained considerable financial planning experience since starting in the industry in 1997, working in both a “self-employed” and an “employed” capacity, within private practice as well as the banking industry. He is experienced in the fields of superannuation, retirement, investment, and personal insurance, as well as other areas such as Centrelink planning/management within the retirement field.
As the industry is forever changing, he understands the importance of keeping up with these changes, especially concerning education. At this point in time, Shane currently holds the Advanced Diploma of Financial Services in Financial Planning, and completes regular training throughout every year.
Shane is married with one daughter, and has a farm in the Lismore area where he breeds and trains Quarter Horses, combined with beef cattle production. It is his business professionalism blended with his laid back realistic attitude that allows him to be of assistance to the local community.