Personal advice

Our Quadrant First financial planners can give you comprehensive personal advice about all of your finances, not just your super.

Quadrant First Pty Ltd (ABN 78 102 167 877, AFS Licence No. 284443) is a wholly owned subsidiary of Tasplan Pty Ltd and operates as a separate legal entity.

Financial planning benefits

A financial expert can help you:

  • set financial goals
  • weigh up different investment strategies
  • match your investments to your risk tolerance
  • turn thought into action (especially if you sometimes put things off).

The financial planners we refer you to know about more than just super. They can help you with:

  • contributions
  • investment strategies
  • insurance
  • withdrawals
  • transition to retirement
  • investment outside of super
  • Centrelink.

Your first appointment is free
Obviously, you need to meet someone before you decide to trust them with your money – so your first appointment is free and there’s no obligation.

Fees are fixed
The planners we refer you to have set fees that they’ll tell you about upfront, so you’ll never get a shock.

You can generally pay your fees out of your Tasplan account
Paying your fees out of your super means the cost of financial advice won’t affect your take-home pay.

Protecting your privacy is important to Quadrant First
You can read the Quadrant First privacy policy here.


Meet the team

Sid Taberlay – Financial Planner

Tasplan Sid 0004Sid is a fully qualified financial planner with extensive experience in the super sector.

Sid’s qualifications:

                    • Advanced Diploma of Financial Planning
                    • Diploma of Financial Planning (RG146).

He is a member of these professional associations:

                    • Financial Planning AFP® member of the Financial Planning Association of Australia

Sid listens to his clients to gain a strong understanding of their needs and aspirations. He uses this to develop a financial plan that fits their needs, giving them peace of mind that they are in caring hands.

Sid is employed by Tasplan Pty Ltd and provides advice as an authorised representative of Quadrant First Pty Ltd AFSL 284443 ABN 78 102 167 877. His authorised representative number is 001007622.


Michael Jordan – Financial Planner

Michael Jordan White Background websiteMichael is a fully qualified financial planner with extensive experience in the super sector.

Michael’s qualifications:

                    • Bachelor of Commerce (Finance, Marketing, and Business Management) Degree from the University of Tasmania
                    • Graduate Diploma of Financial Services from Kaplan Professional (FINSIA).

He is a member of these professional associations:

                    • Financial Planner AFP® member of the Financial Planning Association of Australia

Michael looks forward to working with clients to achieve the best possible financial and lifestyle outcomes.

Michael is employed by Tasplan Pty Ltd and provides advice as an authorised representative of Quadrant First Pty Ltd AFSL 284443 ABN 78 102 167 877. His authorised representative number is 342544.


How does it work?

1. Email us at advice@tasplan.com.au or call us on 1800 005 166 for a referral
We’ll arrange for a financial planner in your area to contact you.

2. Meet with a financial planner
The initial appointment is free – no charge, no obligation.

3. Get a quote
You’ll get a fixed price quote – there are no commissions (either upfront or ongoing).

4. Decide if you want to go ahead
If you're happy with the quote, you can give the planner a big thumbs up and they can start to work on your plan.


Next steps

If you would like to make an appointment, email us at advice@tasplan.com.au or call us on 1800 005 166.