Financial Adviser · NEWTOWN, VIC

Jamie Michael Mcintyre

35 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000249482

Jamie Michael Mcintyre is a financial adviser based in Newtown, Victoria, with 35 years of experience in the financial services industry. Jamie is currently authorised under Akumin Financial Planning Pty Limited. Jamie 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 Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Services (Financial Planning)

AMP Financial Planning

2006

Advanced Diploma of Financial Services (Financial Planning)

AMP Financial Planning

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

Kaplan Higher Education Pty Limited

2010

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2017

Margin Lending

Mentor Education Pty Ltd

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register