Quentin Moncrieff

Interprac Financial Planning Pty Ltd

Silver
9 Yrs Experience
Bellerive, TAS 7018
Quentin joined the InterPrac Securities team in 2021 and has over 14 years’ experience within the financial services industry. He has completed a Bachelor of Business Degree and Diploma in Financial Planning and is also a member of the Financial Planning Association of Australia (FPA) and Tax Practitioners Board (TPB) Quentin has recently completed the required study to become a FPA Aged Care Professional. Quentin has a strong knowledge of all areas within financial services including finance and banking, investment, taxation, superannuation, defined benefits, retirement as well as aged care and Centrelink. He utilises his knowledge and his clients' positions to ensure the best outcome. Quentin has previously worked as a Financial Planner at Retirement Benefits Fund (RBF), NAB, and Florisson Financial. Quentin has also managed small to medium business enterprises within the construction and hospitality industries. Quentin's previous experience has provided him to achieve specialist knowledge on Public Sector Defined Benefit Shcemes (the old schemes), including CSS, PSS, RBF Contributory Scheme and the UniSuper DB schemes.  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 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 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. In his spare time, Quentin is a devoted father of four and is involved in coaching grassroots soccer and basketball. Quentin enjoys spending downtime on home renovations and boating.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • 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 Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Business (International Business)
  • Language spoken
    • English

Interprac Financial Planning Pty Ltd

1A Cambridge Rd
Bellerive, TAS 7018

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Bachelor of Business (International Business)

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
2011

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

ASIC RG146 (Securities, Derivatives and Managed Investments)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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