Financial Planning / Quadrant Securities

Quadrant Securities financial services are available to Portland members only. Geelong, Mandurah and Yennora members, please see Bridges financial planning.

Quadrant Securities is a financial planning firm and holder of an Australia Financial Services Licence, currently operating in twenty four offices around Australia and growing. Quadrant Securities is
also a Principle Member of the Financial Planning Association of
Australia.

Quadrant Securities has a strong commitment to professional advice, high quality client service and sound technical back-up including research, compliance and information technology.

Their approach is based on the philosophy that Quadrant aims to provide financial advice to clients throughout their lifetimes.

This lifetime approach means that long-term client relationships are encourage, based on trust and honestly, rather than short-term 'quick fix' financial solutions.

Quadrant Securities Pty Ltd has been providing a financial planning service in Portland, Hamilton and Warrnambool for over 20 years, and have several fully qualified planners available to meet the needs of clients.

Quadrant Securities is licensed by Australian Securities and Investments Commission and is required to meet strict financial and compliance requirements to maintain this licence.

All Quadrant Securities Financial Planners are required to undertake professional development each year to ensure they are up-to-date with the ever-changing regulations effecting taxation, superannuation, Centrelink and investment products.

Quadrant Securities provide financial solutions to help you achieve your goals whether you are seeking to:

Accumulate wealth
Grow your superannuation
Gear to invest and enhance growth
Insure your Life and Income
Retire comfortably
Increase your Age Pension or Centrelink
Pay off your home mortgage faster
Taxation planning

Visit the Quadrant Securities website for more information about Quadrant Securities.

Learn more about how financial planning can help you

Use our Superannuation Calculator to explore your retirement needs.

Whether advising on buying and selling shares, helping you choose the right superannuation strategy, securing your best possible retirement income or keeping a close, ongoing watch on your investment portfolio, Bridges is committed to the highest standard of service to credit union members.

Learn about the financial planning process

To talk to a Financial Planner

Contact us	use our online financial planning enquiry form
Email us	This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Phone us	03 5245 1739 (Geelong) 03 5521 5333 (Portland) 08 9531 6161 (WA)
Fax us	03 5245 1158 (Geelong) 03 5521 5325 (Portland) 08 9581 4777 (WA)