Our People
Montgomery Kirsz
Bachelor of Business – La Trobe University 1997 – 2000
Graduate Diploma in Accounting – La Trobe University 1997 – 2000
Diploma of Financial Planning – Pinnacle Financial Services Academy 2011 – 2013
Certificate IV in Finance and Mortgage Broking – Kaplan Professional 2018
Montgomery Kirsz
Montgomery Kirsz has been part of Grimsey for over 24 years, working closely with medical and dental professionals to simplify tax, structure their businesses, and plan for long-term financial success. He brings deep expertise, practical advice, and a strong focus on client relationships to everything he does.
Monty is known for his calm, straightforward approach, helping clients make confident decisions and feel genuinely supported through every stage of their journey. He’s passionate about using technology to streamline processes and create better outcomes for both clients and the team.
Away from work, Monty’s world revolves around family, sport, and a little fun at home. He enjoys cheering on his three kids from the sidelines, shooting hoops, and sharing movie nights with Rocket the cat and a fresh batch of popcorn.





