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Quentin Russell Matthew Moncrieff

Name
Quentin Russell Matthew Moncrieff
ID
434076
ABN
–
First Provided Advice
2013

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2011 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - James Cook University
  • 2013 - Diploma of Financial Planning FNS50610 - Diploma (AQF 5) - Kaplan Australia
  • 2013 - RG146 Securities Derivatives & Managed Investments - Diploma (AQF 5) - Kaplan Australia
  • 2016 - RG146 Margin Lending - Diploma (AQF 5) - Kaplan Australia
  • 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Consultum Financial Advisers Pty Ltd (#230323)
Commenced
June 1, 2021
Ceased
Aug. 9, 2021
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
Feb. 12, 2020
Ceased
May 31, 2021
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
Aug. 10, 2021
Ceased
Oct. 12, 2022
Status
Ceased
Licence Holder
National Australia Bank Limited (#230686)
Commenced
May 11, 2016
Ceased
Dec. 11, 2019
Status
Ceased
Licence Holder
Sambe Investments Pty. Limited (#478766)
Commenced
March 1, 2023
Ceased
Aug. 15, 2024
Status
Current
Licence Holder
Finchley & Kent Pty ltd (#555169)
Commenced
July 16, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Rbf Financial Planning Pty Ltd (#239171)
Commenced
Feb. 7, 2013
Ceased
July 29, 2015