Financial Adviser
· MELBOURNE, VIC
Tess Mcintosh
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001307335
Tess Mcintosh is a financial adviser based in Melbourne, Victoria, with 2 years of experience in the financial services industry. Tess is currently authorised under Hewison & Associates Pty. Ltd.. Tess 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 Certified Financial Planner (CFP) from Financial Advice Association of Australia. Tess is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2023
Certified Financial Planner (CFP)
Financial Advice Association of Australia
2023
Master of Financial Planning
Griffith University
2025
SMSF Specialist Advisor (SSA) Program
SMSF Association