Financial Adviser · MOONAH, TAS

Quentin Russell Matthew Moncrieff

MOONAH, TAS

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000434076

Currently at

Family Advice

Sydney, NSW (firm address)

View firm profile

About Quentin Russell Matthew Moncrieff

Quentin Russell Matthew Moncrieff is a financial adviser based in Moonah, Tasmania, with 13 years of experience in the financial services industry since 2013. Quentin is currently authorised under Finchley & Kent, operating through Family Advice. Quentin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Quentin's qualifications include a Bachelor of Business (International Business) from James Cook University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Business (International Business)

James Cook University

2013

Diploma of Financial Planning FNS50610

Kaplan Australia

2013

RG146 Securities Derivatives & Managed Investments

Kaplan Australia

2016

RG146 Margin Lending

Kaplan Australia

2025

Graduate Diploma of Financial Planning

Kaplan

Registration History

Finchley & Kent Pty Ltd

Jul 2024 - Present Current

Self Managed Superannuation Funds

Sambe Investments Pty. Limited

Mar 2023 - Aug 2024 Ceased

Self-Managed Superannuation Funds

Interprac Financial Planning Pty Ltd

Aug 2021 - Oct 2022 Ceased

Consultum Financial Advisers Pty Ltd

Jun 2021 - Aug 2021 Ceased

GWM ADVISER SERVICES PTY LTD

Feb 2020 - May 2021 Ceased

National Australia Bank Limited

May 2016 - Dec 2019 Ceased

RBF FINANCIAL PLANNING PTY LTD

Feb 2013 - Jul 2015 Ceased

Source: ASIC Financial Advisers Register