Financial Adviser
· MOONAH, TAS
Quentin Russell Matthew Moncrieff
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000434076
Quentin Russell Matthew Moncrieff is a financial adviser based in Moonah, Tasmania, with 13 years of experience in the financial services industry. Quentin is currently authorised under Finchley & Kent Pty Ltd. Quentin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their 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
Self Managed Superannuation Funds
Self-Managed Superannuation Funds
GWM ADVISER SERVICES PTY LTD
RBF FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register