Gary Scallan
CEO
Gary has extensive international experience building and creating financial planning firms . Having successfully started built and onsold two major financial planning practices in South Africa Gary also had offices in Frankfurt, Germany as well as in London.
His dealings and wealth management for clients spanned numerous countries and Gary travelled extensively to service clients worldwide.
Gary's passion is people,financial services and creating a successful business enviroment which motivates individuals to achieve their potential. With deep industry knowledge and experience As one of the founders of Quantum Planning in Australia Gary brings a clear strategic focus,strong work ethic and a positive approach to life to Quantum.With accounting and economic qualifications Gary is committed to a partnership model in which all staff have the opportunity to own shares,create wealth and secuirty based on performance.
Gary is an accomplished sportsman who has played 4 different first grade and state level sports as well as captaining South Africa at polocrosse over many years whilst competing internationally. Gary has been married to Pauline for over 33 years and they have three sporty sons Simon,Sean and Brett. Simon is married to Luana and they have two infant daughters Nikoda and Samara.
Shanteece Smith
Client Service Manager
Shanteece has worked in the Financial Planning industry since early 2006 in an administrative role. She joined Quantum Planning in May 2008 as a receptionist, administrator and personal assistant to David Jenkins.
Having completed Certificate 3 in Business Administration and Certificate 4 in Financial Services, Shanteece's goals are to further her career in administration with additional studies in office management.Shanteece is now on an accelerated personal and professional development program with emphasis in client service and marketing.
Shanteece is an integral part of our team and works in the Client Services area which incorporates making apppointments for our financial advisors and a wide variety of related client service functions.
Monique Welsh
Administration Manager - Central Services
Monique has recently graduated from Griffiths University with a BCom Financial Planning .Monique was a top student and has taken on the Administration Managers role with enthusiasm.
This key role is part of our dynamic 6 person Central Services team which supports then financial planners with Para Planning and comprehesnive administration support including ongoing client contact.
Monique is a delightfull young lady with a strong work ethic.
Saurav Dhruva. B.Com (Acc), M.Com-I, MBA (Fin)
Financial Manager
Saurav comes to us with a Bachelor of Commerce (Major in Accounting) from the University of Mumbai India and a MBA (Major in Finance) from Griffith University. He started work with Quantum Planning in May 2009.
Saurav's central role in managing the company finances has him working closely with the administration management team, providing pivotal information for the decision-making processes.
Natalie Goodall
Practice Manager - Gold Coast
Natalie has recently joined Quantum Planning as the Practice Manager and brings with her over 10 years of experience in the industry having previously held roles as a senior Para-Planner and Service Adviser.
Natalie holds an Advanced Diploma in Financial Services from Deakin University and manages the strategic implementation of policies and all staff matters including professional and personal develiopment .
Elisha McCann
Client Service Manager
Elisha has worked as a Financial Planner since 2007 and joined Quantum Planning in July 2009.
Prior to Quantum Planning Elisha was a financial planner with ANZ in Darwin. She has a Diploma of Financial Services (Financial Planning) and has been appointed the Client Services manager wef November 2009.Elisha's financial planning background makes her an ideal candidate for this client service position where her main priority is to generate advisor client activity and to ensure that our clients receive fantastic service.
Elisha and her team provide strong support for the advisors including management of their diaries and appointments.
Luana Rees
Customer Care Manager
Luana is a uni graduate with outstanding IT and computer skills and works within the Client Services division.Luana's role is to contact all current clients to follow up on our advisor service levels and to document all future appointments and client contact.This dedicated position is part of our commitment to extraordinary client service.