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 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 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.

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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Stephanie YeungSTEPHANIE YEUNG CFP® Adv. Dip. FS (FP) B.com – 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. 

With over 13 years of industry experience, Stephanie has worked successfully with people from various backgrounds including young investors, mums and dads, small business owners, executives, pre-retirees and retirees. 

Stephanie is a member of the Tax Practitioners Board (TPB) and the Financial Planning Association (FPA).

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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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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 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. 

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.

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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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.

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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.