Financial Adviser · NELSON BAY, NSW

Scott Mcintyre

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000239310

Scott Mcintyre is a financial adviser based in Nelson Bay, New South Wales, with 27 years of experience in the financial services industry. Scott is currently authorised under Matrix Planning Solutions Limited. Scott 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Scott 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 Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Planning (8 units)
FPA Auatralia
2008
ASX Accredited Listed Products Adviser Program
Kaplan Professional
2013
Specialist SMSF Course
AMP & University of Adelaide
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Oct 2018 - Present Current
AIW DEALER SERVICES PTY LTD
May 2013 - Oct 2018 Ceased
Sep 2011 - May 2013 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Jun 2010 - Aug 2011 Ceased
Jul 2009 - Jun 2010 Ceased

Source: ASIC Financial Advisers Register