Financial Advice
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Meet the Team
The Quadrant First advisor team is dedicated to providing you with professional services and strategies that are suited to your personal circumstances and individual needs. You don't need to be earning a particular amount of money to see an advisor - everyone can benefit from taking the time to discuss their finances with an expert.
Quadrant has three advisors, one based in the South, one in the North and one in the North West, who are available to speak to you at any time and place that is convenient to you.
Stephen Bray
Representative - South
CFP, DipFP
Stephen is Quadrant's Advisory Services Manager. Stephen is a Certified Financial Planner (CFP), holds a Diploma of Financial Planning from Deakin University and an Advanced Diploma of Accounting. He has the highest professional certification that can be awarded to a financial planner. CFP practitioners have completed rigorous study in financial planning, have extensive industry experience and abide by the FPA Code of Ethics and Rules of Professional Conduct.
Kim Harper
Representative - North
Grad Dip FP (FINSIA)
Dip FP, Cert III FS
Kim holds a Graduate Diploma of Financial Planning from FINSIA and also a Diploma of Financial Planning from the Securities Institute. Kim is also currently undertaking studies to become a Certified Financial Planner. Kim is an Affiliate Associate with the Financial Planning Association and also Chapter Chair of their Northern committee. Along with extensive experience in retail banking which included branch manager and accountancy roles, Kim has been in financial planning for the last nine years.
David Rundle
Representative - North West
B.Ec, Grad Dip Ag
Adv. Dip FS (FS)
David has tertiary training and experience in economics and accounting as well as holding an Advanced Diploma of Financial Planning. He is an Affiliate member of the Financial Planning Association. David has lived in the area for most of his life and is well equipped to understand the financial needs of the North West people.
