Financial Adviser
· BENDIGO, VIC
Daryl Ian Mcintosh
No disciplinary history on record with ASIC
BENDIGO,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005427
About Daryl Ian Mcintosh
Daryl Ian Mcintosh is a financial adviser based in Bendigo, Victoria, with 22 years of experience in the financial services industry since 2004. Daryl is currently authorised under Bridges Financial Services. Daryl holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daryl's qualifications include a CFP from - Financial Planning Association of Australia. Daryl is a member of SMSF Association.
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
2004
Advanced Diploma of Financial Planning FNB60404
Kaplan Education Pty Ltd
2004
Diploma Financial Services (Financial Planning) FNB50802
Kaplan Education Pty Ltd
2006
CFP
- Financial Planning Association of Australia
2008
CFP Certification 1-4 Program
Financial Planning Association of Australia Limited
2010
FNSASICR503A Provide advice in Margin Lending
GWM Adviser Services Ltd trading as Advice Education
2011
SMSF Specialist Adviser (SSA)
SMSF Association