Financial Adviser
· FYSHWICK, ACT
Suzanne Elizabeth Mcintosh
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232265
Suzanne Elizabeth Mcintosh is a financial adviser based in Fyshwick, Australian Capital Territory, with 23 years of experience in the financial services industry. Suzanne is currently authorised under Adviceiq Partners Pty Ltd. Suzanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts in Accountancy from University of South Australia. Suzanne is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Arts in Accountancy
University of South Australia
1994
Chartered Accountants Program
Chartered Accountants Australia + New Zealand
2002
Diploma of Financial Planning
Count Wealth Accountants
2019
SMSF Specialist Advisor Accreditation
SMSF Association
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education