Financial Adviser
· CAMBERWELL, VIC
Martin Robert Mcintosh
No disciplinary history on record with ASIC
CAMBERWELL,
VIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000223801
About Martin Robert Mcintosh
Martin Robert Mcintosh is a financial adviser based in Camberwell, Victoria, with 29 years of experience in the financial services industry since 1997. Martin is currently authorised under Planning Partners. Martin holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Martin's qualifications include a CFP from FPA/ Deakin. Martin is a member of Australian Financial Complaints Authority (AFCA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Ass Dip Bus (Acc)
Box Hill Tafe
2000
B Bus (Financial Planning)
RMIT
2003
CFP
FPA/ Deakin
2014
Certificate IV Finance & Mortgage Broking
AAMC
2021
Ethics and Client Management
Ethics - Swinburne University of Technology