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:

  • make informed decisions
  • meet your financial goals
  • weigh up different investment strategies based on your personal circumstances
  • match investments to your objectives
  • navigate the financial unknown and
  • turn thought into action.

Financial advice isn't just about super, it's more than that. Our financial planners can help you with:

  • investment and cash flow strategies
  • investment outside of super
  • managed funds, bonds, shares, ETFs (exchange-traded fund), LICs (listed investment company) and SMAs (separately managed account)
  • growing your wealth
  • planning a financial head start for your children or grandchildren
  • taxation management
  • debt management
  • wealth protection
  • transition to retirement
  • retirement planning, knowing when you can afford to retire
  • estate planning
  • super options outside of Tasplan, e.g. is a wrap fund or SMSF right for you? and
  • Centrelink.

What sets us apart?
We follow the same philosophy as Tasplan, we're here for the benefit of our members and clients and we don't pay dividends to external shareholders or pay commissions to agents to promote Tasplan.

What does this mean for you?

Fees are fixed

Quadrant First operates on a fee for service basis. Our planners have set fees for preparing a Statement of Advice and a flat fee for ongoing advice, if required, both of which are dependent on the complexity of the advice.

Our planners will let you know the advice cost upfront after your initial conversation.

No commissions

Our planners don't pay commissions to agents to promote Tasplan. We also don't accept insurance commissions, so you get a cheaper premium.

We put you first

Our planners are not paid to promote certain products to you, they talk strategy first and will use an option that's appropriate to your needs.

Your first appointment

At your first appointment, a Quadrant First financial planner will gain an understanding of your individual situation and discuss your financial goals. Importantly, they'll let you know how they can add value to your personal situation.

After your initial appointment, you're under no obligation to continue any further.

You may be able to pay for advice out of your super account

Paying advice 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 their 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.


Looking for financial advice in NSW or Victoria?

Tasplan has partnered with the Association of Independently Owned Financial Professionals (AIOFP) to provide financial advice wherever you are in NSW and Victoria.

Through this partnership, you can benefit from advice from financial planners who own their own practice.


 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 planner will gain an understanding of your individual situation and discuss your financial goals.

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.