Quadrant Financial Planning Wodonga 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 private financial services licensees Capstone Financial Planning. 

Capstone is privately owned and operated organisation, which means they are not owned by a bank, fund manager or other 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 Wodonga 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 and Specialist Aged Care Advice.

Joe Pricsina

Joe Pricsina,Dip (FP),CFP, JP -  Joe has been providing financial advice for over 20 years in the local area. He established and ran a successful financial planning firm (Essential Financial Solutions) for around 15 years in Wodonga providing advice-based solutions to his clients, before joining the team at Quadrant Financial Planning.

Joe is a member of the Tax Practitioners Board (TPB) and the Financial Planning Association (FPA) and holds the highly regarded designation of Certified Financial Planner (CFP) together with being a Justice of the Peace (JP).

Joe provides advice in all areas of Financial Planning and specialises in areas such as Superannuation and SMSF schemes, Centrelink & Aged Care Strategies.

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Joe Pricsina,Dip (FP),CFP, JP
Authorised Representative No 275056
Mobile No – 0439 496 789
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Stephanie Yeung no 2STEPHANIE YEUNG CFP® Adv. Dip. FS (FP) B.com – Is Quadrant's most senior Financial Adviser and has been in the Financial Industry since 2006. Stephanie has an Advanced Diploma in Financial Services as well as a bachelor’s degree in commerce and is able to provide advice in a wide range of financial investments and strategies including Superannuation & income streams, self-managed super funds, Centrelink Eligibility Strategies and pension maximisation advice together with specialist advice in Defined Benefit funds. Stephanie is now an Accredited Retirement Living & Aged Care Specialist Professional providing advice to individuals and families who are dealing with complexities of puttting someone into Care or Nursing Facilities and require assistance in dealing with the myriad of rules and paperwork.

Stephanie Yeung has over 15 years of industry experience, successfully assisting clients from various backgrounds and industries. Her years of experience in advising clients has helped them achieving the lifestyle they want and making financial freedom a reality.

She states that “Life is a journey, full of changes and uncertainties; knowing how to deal with constant changes is your only solution if you wish to remain in control”. With her technical knowledge and expertise, her clients have benefited from her ongoing advice and support, where they have learned the different options available to them and retained control of their lives by make sound financial decisions with confidence, knowing that help is always at hand when needed.

Stephanie looks forward to hearing your stories and work with you to set up a tailored plan to improve your financial position or solve the different challenges as it arises and be your financial coach and partner on your life's journey.

Stephanie is a CERTIFIED FINANCIAL PLANNER® (CFP®), Retirement Living + Aged Care Specialist®, holds a Bachelor of Commerce, Advanced Diploma in Financial Planning and meets the competency requirements under ASIC’s Regulatory Guide RG 146.

Stephanie is a member of Tax Practitioners Board (TPB), Financial Planning Association (FPA) and abides by their code of professional conduct and ethics.

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STEPHANIE YEUNG CFP® Adv. Dip.FS (FP), B.Com
Certified Financial Planner
Mobile No - 0417 149 624
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quadrant Melinda Stephens 002

Melinda is a 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 Football Netball Club, Chiltern Recreation Reserve Committee of Management and the Chiltern Red Cross, enjoys playing netball and spending time with family and friends. 

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Carla has now moved into the more senior role as an Administration Assistant in the office working with the rest of the team in the back 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 are two cockatiels.

quadrant Stephen Coulston 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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Neil Tolsher No 2 NEIL 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 an Aged Care Professional providing advice to individuals and families who are dealing with complexities of puttting someone into Care or Nursing Facilities and require assistance in dealing with the myriad of rules and paperwork.

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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Taylor K Staff photo

Katie is an Administrative Assistant and has been in the Financial Services Industry for a number of years.

Katie has lived in the area for over 25 years. She started working in the Financial Planning industry in 2005 and completed a Cert III in Business Administration. Outside of work, Katie is a busy mum to 3 young children. Her family enjoys spending time in the outdoors – camping, fishing, bushwalking and bike riding.

Anita Hallandale 002

Anita has been working in the administration industry for a number of years and has been working in Administration/Reception at Quadrant Financial Planning for 3 years.

Outside of work Anita enjoys spending time with family and friends and loves to keep fit and active.

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Quadrant Securities Wodonga Pty Ltd ATF QS Wodonga Unit Trust (CAR No. 1261334),  are Corporate Authorised Representatives of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.