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.
Fees charged are representative of the level of expertise and work required to provide you with tailored personal financial advice.
Quentin has, for many years now, given me advice on some complex issues regarding our financial situation. I have a found him to be knowledgeable and meticulous in his attention to providing current advice in our best interests. If there was information where he was unsure he does not hesitate to research in depth and extend his knowledge in order to provide the best possible outcomes and advice for us. He presents detailed options, and ensures we understand his advice, allowing us to make informed decisions in our best financial interest, both currently and going forward with future planning in Superannuation and personal finance.
Having never sought financial advice before it was a little daunting until we met Quentin. He took the time to get to know us and find out what we wanted to get out of this. He was diligent and explained everything simply so we could understand. Quick responses to emails and phone calls. Cant recommend him highly enough.
Quentin has made what my wife and I viewed as complex, and a 'headache' to deal with reasonably simple. He has assisted me for some years, saving me a great deal in taxation and made my retirement everything that I wanted. My wife and I have clear details of how much we have, what we need and where it is coming from. I would recommend anyone who needs assistance with their finances and retirement to give Quentin a call.
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 2013
- Years of experience 10
- Bachelor of Business (International Business)
Family Advice67 Windsor St
Glenorchy, TAS 7010
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call