Financial Adviser · CARRARA, QLD

Duncan Murray Charles Macintosh

27 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000258002

Duncan Murray Charles Macintosh is a financial adviser based in Carrara, Queensland, with 27 years of experience in the financial services industry. Duncan is currently authorised under Finchley & Kent Pty Ltd. Duncan 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 DFP 1 from - Financial Planning Association. Duncan 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 Government Bonds Margin Lending

Restrictions: Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2001

DFP 1

- Financial Planning Association

2002

DFP 2

- Financial Planning Association

2002

DFP 4

- Integratec

2003

DFP 3

- Integratec

2011

Margin Lending and Geared Investments

Kaplan

Registration History

Finchley & Kent Pty Ltd

Jul 2024 - Present Current

Self Managed Superannuation Funds

Sambe Investments Pty. Limited

Nov 2020 - Aug 2024 Ceased

Self-managed Superannuation Funds, Managed Discretionary Accounts

Blue Ocean Financial Services Pty Ltd

Apr 2018 - Nov 2020 Ceased

Self Managed Super Funds, Managed Discretionary Accounts

ACN 130 288 578 PTY LTD

Mar 2015 - Apr 2018 Ceased

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

WEALTHSURE PTY LTD

Jan 2004 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register