Quadrant Financial Planning is a regionally based financial planning business with an office in Wodonga that maintains a close knit family feel, whist being licensed to one of Australia’s leading independent financial services licensees Capstone Financial Planning. 

Capstone is an independently owned and operated organisation, which means they are not owned by a bank, fund manager or financial institution. This allows Quadrant Financial Planning to offer tailored and flexible solutions to our clients, and to ensure that we act in their best interests.  

Currently Quadrant Financial Planning manages over $190 million in clients funds. We offer our clients a wide range of experience and understanding in all areas of Personal Superannuation, Corporate Superannuation for employers, Self-Managed Superannuation Funds Advice and Administration (SMSF’s), Retirement Planning, Investment Planning, Direct Shares – Buying and Selling, Savings & Wealth Creation strategies, Salary Packaging Advice, Risk(Personal Insurance) protection, Estate Planning Considerations, Mortgage lending and Centerlink advice & maximization strategies.

Through our referral partners namely the WAW Credit Union we also provide access to General Insurance for Building & Contents as well as Motor Vehicles and Personal Medical Benefits Insurance.

STEPHEN COULSTON Adv. Dip. FS (FP) - has worked in the Financial Services Industry since 1986. Stephen has a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Certificate IV in Financial Services (Finance / Mortgage Broking) and a Diploma of Financial Services (Finance / Mortgage Broking Management). Stephen is a member of the MFAA (Mortgage Finance Association of Australia) & COSL (Credit Ombudsman Service Limited).

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STEPHEN COULSTON Adv. Dip. FS (FP)
Authorised Representative No 288523
Mobile No – 0400 595 312
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TRENT CROTHERS Adv. Dip. FS (FP), FChFP - has been in the Financial Services Industry since 1998 and has completed his Advanced Diploma in Financial Services (Financial Planning), and in early 2016 successfully completed the Association of Financial Advisers (AFA) highest educational designation in the Fellow Chartered Financial Practitioner (FChFP) program. Currently he is undertaking his Masters of Financial Planning through Griffith University. Trent has achieved recognition as one of the few advisers in the Albury/Wodonga region specialising in Corporate Superannuation. Trent provides advice in all areas of Financial Planning and specialises in areas of Superannuation, Corporate Superannuation, Retirement Planning, Wealth Creation, Direct Shares, Centrelink Pension maximisation strategies, and Personal & Business Insurance Advice.

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TRENT CROTHERS Adv. Dip. FS (FP), FChFP
Authorised Representative No 299063
Mobile No – 0400 994 943
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NEIL TOLSHERNEIL TOLSHER Adv. Dip. FS (FP) - has been in the Financial Industry since 2002. Neil has an Advanced Diploma in Financial Services and is able to provide advice on - Guidance on Budgeting and Goal Setting, Savings and Wealth Creation Strategies, Investment Planning, Superannuation Planning, Pre-retirement Planning, Retirement Planning, Estate Planning Considerations, Centrelink Planning, Risk and Insurance Analysis, Business Succession Planning, Salary Packaging Advice & Gearing Strategies.

Neil is also a member of the Credit Ombudsman Service Limited.

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NEIL TOLSHER Adv. Dip. FS (FP)
Authorised Representative No 285273
Mobile No – 0418 240 857
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Melinda is Neil Evans Personal Assistant and has been in the Financial Services Industry for a number of years. Outside of work Melinda is a very active member of the local community, involved in the Chiltern Red Cross and CFA Catering as well as being a key member of the Chiltern Football and Netball Club, and a recent premiership player in the netball team. 

John is an Administrative Assistant in the office, and has recently completed his degree of Business Marketing/Finance at Charles Stuart University. John is keen to become a fully qualified Financial Planner, and plans to complete further educational studies in the future. John is a current football player with the Bullioh Football Club, and also enjoys fishing and travelling.

Carla is the receptionist of the office. Carla likes spending time with her family which include two teenage children. Carla also enjoys cooking and caring for her pets at home which include a galah, cat and two cockatiels.

SARAH CROTHERS Adv. Dip. FS (FP) - has worked in the Financial Services Industry since 1999 and has her Advanced Diploma in Financial Services (Financial Planning). Sarah is also a member of the Financial Planning Association-Affiliate Member & Credit Ombudsman Services Limited. Sarah provides advice in all areas of Financial Planning and specialises in areas such as Centrelink Pension maximisation strategies, Wealth Maximisation and tax planning in conjunction with Superannuation.

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SARAH CROTHERS Adv. Dip. FS (FP)
Authorised Representative No 338445
Mobile No – 0407 514 342
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NEIL EVANSNEIL EVANS CFP Dip FP SSA - has over 32 years of Financial Planning experience. Neil has completed his Advanced Certificate of Accounting and Diploma of Financial Planning and holds the accreditation of Certified Financial Planner, this is the highest designation of the Financial Planning Association of Australia. Neil is also a member of the Financial Planning Association having held the role as its Treasurer for the local Albury-Wodonga Chapter for over 12 years. Neil provides advice in all areas of Financial Planning and specialises in areas such as Centrelink Pension maximisation strategies, Wealth Maximisation and tax planning in conjunction with Superannuation and SMSF schemes and Aged Care advice

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NEIL EVANS CFP Dip FP SSA
Authorised Representative No 266784
Mobile – 0418 691 723
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Sheridan is the Senior Para-planner in the office and has been working in the Financial Services Industry since 1997. Sheridan has completed her Diploma of Financial Services (Financial Planning). Outside of work Sheridan enjoys spending time with her family and friend, water-skiing, paddle boarding, netball and dining out when possible.

Jess is a Personal Assistant to Sarah Crothers. Jess has completed her Cert III in Business Admin and is currently studying for her Diploma of Financial Services (Financial Planning). Outside of work, Jess enjoys camping socialising with friends and family, and keeping fit and active.

Laura is currently one of our Para-Planners in the office. Laura has completed her Diploma of Financial Services (Financial Planning). Away from the office she is a committee member of the Wodonga Bulldogs Football and Netball Club, and enjoys her time camping, travelling, and testing her skills in the kitchen.

Shelbie commenced her employment at the start of 2015 as a Personal Assistant to Trent Crothers, after previously being employed through the ANZ Bank in Albury. Shelbie is currently undertaking educational studies through Kaplan, where she is completing her Diploma of Financial Services (Financial Planning). Shelbie is also very busy away from work, as a current player with the Albury Thunder League Tag Rugby side, and also a regular participant in touch football.

Neil Evans Financial Services Pty Ltd ATF Neil Evans Discretionary Family Trust (CAR No. 343738), Quadrant Securities Wodonga Pty Ltd ATF QS Wodonga Unit Trust (CAR No. 434366) and Trent Crothers Financial Services Pty Ltd ATF Trent Crothers Family Trust (CAR No. 343735), are Trading as Quadrant Financial Planning and are Corporate Authorised Representatives of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.