Matthew McIntosh
Financial Adviser in Warragul, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004983
- Location
- Warragul VIC 3820
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 23 June 2017
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2010); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2013); Bachelor of Business (Financial Planning), Royal Melbourne Institute Of Technology (2017); Diploma of Finance and Mortgage Broking Management, Kaplan Higher Education Pty Limited (2019); MAI769 Ethics for Financial Services, Deakin University (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew McIntosh
Matthew McIntosh is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warragul, Victoria (adviser number 001004983).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 23 June 2017.
The register records 2007 as the year Matthew first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2007), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2010) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2010).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Matthew McIntosh a registered financial adviser?
Yes. Matthew McIntosh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004983.
Which licensee does Matthew McIntosh work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Matthew McIntosh give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."