24/08/2026
FRAUD ALERT!!!
They are getting more cunning in their attempts to scam you.
I have long set up a secret code with my children for this exact purpose……
Be aware
Be prepared
Be smart
10/12/2025
Festive greetings to all
Our office will be closed from 12 December……reopening Monday 2 February 2026.
Christine & I wish you & your loved ones a safe, Merry, tipsy & fun Christmas break.
04/12/2025
So proud……blessed with the trust of our clients…..for more reviews from an independent site - go to
https://www.adviserratings.com.au
And search Patrick Quan
04/12/2025
BEWARE……it’s Christmas for SCAMMERS TOO….
⚠️ Remote Access Scams – What You Need to Know
Remote access scams are on the rise, and even smart, careful people are being targeted. Here’s what you need to watch out for.
🔍 What is a Remote Access Scam?
A scammer tries to convince you to let them access your phone or computer. Once in, they can see your banking, steal info, or take control of your device.
🎭 Common Tricks
Scammers often pretend to be from:
• Your bank
• Telstra/NBN
• Microsoft/Apple
• The ATO
They’ll say things like:
• “Your internet has been compromised.”
• “There’s suspicious activity on your account.”
• “We accidentally deposited money into your bank.”
• “You must act now.”
🚨 Red Flags
• Unexpected calls
• Asking you to download AnyDesk, TeamViewer, QuickSupport, etc.
• Urgent pressure
• Asking you to log into your bank while on the phone
🛡️ How to Protect Yourself
✔ Never give remote access
✔ Hang up and call the organisation using the number on their website
✔ Enable 2-factor authentication
✔ Keep devices updated
📞 If You Think You’ve Been Scammed
Call your bank immediately, change passwords, and disconnect your device from the internet.
If you’re ever unsure – message me
Stay safe!
26/04/2025
Security matters
Here’s a simple way we can give away too much information……
Be aware
24/03/2025
SCAM ALERT
Good morning ☀️
Thought I’d share a scam attempt on 1 of my clients yesterday.
The text message was:
ATO231: You have an unclaimed credit resulting from an audit on your 2023 tax return. Visit: new-inbox-my.services for more details.
This client did the right thing - logged into her MyGov to check if there were any messages , then contacted me.
Never NEVER click on the link provided from a text without independently verifying it.
A GENUINE message would read like this:
You have a new message in your myGov Inbox. Sign in to your myGov account to get your message. Do not reply by SMS.
*** Notice that it states NOT to reply to the SMS + to log into MyGov. No links to click on.
Stay vigilant people.
13/03/2025
Day 2…..fresh attempt at a Scam
This time calling from a Victorian area code (03) stating she was from Telstra…..”the last couple of days we have detected your internet is not Private!”
Told her I didn’t believe her….she then Hung up.
Ridiculous
Frustrating
Time wasting
Be vigilant people.
12/03/2025
Scam ALERT
Just sharing a phone call I received from an Australian mobile number claiming to be from the Commonwealth Bank!
1st RED FLAG - companies don’t call you from a mobile number!!!
Tried to tell me he was investigating an overseas transaction…. challenged him to tell me my full name & what my last 2 deposits were into my bank account.
To my surprise he did know my middle name, initial only though! RED FLAG number 2…. They should know it
He then had enough & hung up.
Be vigilant people.
27/02/2025
The key to making money is having quality assets & giving it time to grow…..
22/02/2025
…….for real change you need a real plan, let us be your step number 4