Q Moncrieff

Family Advice - Invest Secure Borrow

Bronze
11 Yrs Experience
Moonah, TAS 7009

Quentin created his own financial services business, Family Advice Pty Ltd, in 2023, seeking to provide personal hands-on financial management to each of his clients. Quentin seeks to provide clients the required information, advice and support across all of life's financial requirements.

Quentin has a strong knowledge of all areas within financial services including finance and banking, investment, taxation, superannuation, RBF and CSS defined benefits, retirement planning as well as aged care and Centrelink. Quentin utilises his knowledge and his clients' positions and options to ensure the best outcome.

Quentin enjoys working with analytical nature of investing and retirement planning. He utilises his extensive knowledge of available strategies, products and specialises in assisting clients navigate and understand their options. The determination of the best mix of outcomes for clients regarding investment vehicles and retirement products is a key benefit of his service.

Quentin's specialist knowledge of investing, superannuation and pre-retirement advice will place you in a better position. He will support you through the process and make the complexities of your options quite simple to understand and manage.

Quentin has previously worked as a Financial Planner at Retirement Benefits Fund (RBF) and NAB Financial Planning which has provided him invaluable experiences within superannuation, investment and the banking industry. Quentin's experience has allowed to achieve specialist knowledge of "the old schemes", including Public Sector Defined Benefit Schemes - CSS and PSS, as well as RBF Contributory Scheme and the UniSuper DB Scheme. Quentin has also managed small to medium business enterprises within the construction and hospitality industries.

Quentin has also spent time in the position of Investments Products Officer within the RBF Investment team which was responsible for the investment of funds under management of $7 - $8 billion. This experience provided him with a strong understanding of specialist investing, investment management styles, investment mandates, costs, and currency management.

Quentin has attained a Bachelor of Business Degree (James Cook University), and Diploma in Financial Planning (Kaplan Education) and is also a member of the Financial Adviser Association of Australia (FAAA) and Tax Practitioners Board (TPB). Quentin has recently become a FPA Aged Care Professional.

In his spare time, Quentin is a devoted father of two and is involved in coaching grassroots basketball. Quentin enjoys spending downtime on home renovations, swimming, keeping active and boating.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees charged are representative of the level of expertise and work required to provide you with tailored personal financial advice.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Bachelor of Business (International Business)
  • Language spoken
    • English

Family Advice - Invest Secure Borrow

83 Butler Ave
Moonah, TAS 7009

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Finchley & Kent Pty Ltd

AFSL 555169