|Quentin Moncrieff AFP®
|67 Windsor Street
Glenorchy, TAS 7010
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 completed a Bachelor of Business Degree, and Diploma in Financial Planning 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.