Financial Adviser
· CALOUNDRA, QLD
Graham Scott Mcintyre
No disciplinary history on record with ASIC
CALOUNDRA,
QLD
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000294029
Graham Scott Mcintyre is a financial adviser based in Caloundra, Queensland, with 27 years of experience in the financial services industry since 1999. Graham is currently authorised under Professional Investment Services, operating through Compass Financial Solutions. Graham holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Graham's qualifications include a Advanced Diploma of Financial Planning from Tribeca. Graham is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Planning
Tribeca
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2010
Margin Lending
Kaplan
2011
Self Managed Super Fund Course
kaplan
2012
Securities
Kaplan