Data sourced from ASIC Financial Advisers Register
Financial Adviser · WARRAGUL, VIC

Matthew Mcintosh

19 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001004983

Matthew Mcintosh is a financial adviser based in Warragul, Victoria, with 19 years of experience in the financial services industry. Matthew is currently authorised under Akumin Financial Planning Pty Limited. Matthew 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 Business (Financial Planning) from Royal Melbourne Institute Of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

2007
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2013
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2017
Bachelor of Business (Financial Planning)
Royal Melbourne Institute Of Technology
2019
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited
2021
MAI769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Akumin Financial Planning Pty Limited
Jun 2017 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Australia And New Zealand Banking Group Limited
Mar 2016 - Jun 2017 Ceased
FIN-Government Debentures, Stocks or Bonds - Class or Product Advice Only ; FIN-Securities - Class or Product Advice Only
Australia And New Zealand Banking Group Limited
Jun 2012 - Dec 2015 Ceased
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Akumin Financial Planning Pty Limited
Apr 2007 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register