Peter Gordon McIntyre
Financial Adviser in Bensville, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260332
- Location
- Bensville NSW 2251
- Licensee
- Oakwood Financial Group Pty Limited (AFSL 255231)
- Authorised since
- 31 August 2005
- First provided advice
- 1994
- Qualifications
- Undergraduate Degree in Bachelor of Business, NSW Institute of Technology (1985); Professional Year of Study, Institute of Chartered Accountants Australia (1987); SMSF Special Adviser, Self Managed Super Fund Association (2011)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- 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
- Restriction
- Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Gordon McIntyre
Peter Gordon McIntyre is a financial adviser in Bensville, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000260332.
Advice is given under the Australian financial services licence of Oakwood Financial Group Pty Limited, licence number 255231. The current authorisation started on 31 August 2005.
The register records 1994 as the year Peter first provided financial advice. Qualifications and training on file include Undergraduate Degree in Bachelor of Business (NSW Institute of Technology, 1985), Professional Year of Study (Institute of Chartered Accountants Australia, 1987) and SMSF Special Adviser (Self Managed Super Fund Association, 2011). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Peter is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Yes – Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.”
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Questions people ask
Is Peter Gordon McIntyre a registered financial adviser?
Yes. Peter Gordon McIntyre is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260332.
Which licensee does Peter Gordon McIntyre work under?
Oakwood Financial Group Pty Limited, Australian financial services licence 255231.
What can Peter Gordon McIntyre 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. It also records this restriction: "Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith."