Quentin Moncrieff Financial Planner Report

Name:
Quentin Russell Matthew Moncrieff

Rep Number:
000434076

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2016-05-11 onwards

Licensee
Name:

Number:
000230686

ABN:
12 004 044 937

Controlled By:

Appointed By
Name:
National Australia Bank Limited

Licence Number:
000230686

ABN:
12 004 044 937

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
James Cook University
Bachelor of Business (International Business)
Kaplan
Diploma Financial Services (Financial Planning)
Kaplan Professional
Tier 1 Margin Lending Knowledge and Skill

Memberships
Financial Planning Association of Australia (FPA)
Tax Practitioners Board Tax (financial) adviser