Scott McIntyre
Financial Adviser in Nelson Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239310
- Location
- Nelson Bay NSW 2315
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 3 October 2018
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Planning (8 units), FPA Auatralia (2004); ASX Accredited Listed Products Adviser Program, Kaplan Professional (2008); Specialist SMSF Course, AMP & University of Adelaide (2013); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Scott McIntyre
On the Financial Advisers Register kept by ASIC, Scott McIntyre appears as a current financial adviser in Nelson Bay, New South Wales, adviser number 000239310.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 3 October 2018.
According to the register, Scott first provided financial advice in 1999. Qualifications and training on file include Diploma of Financial Planning (8 units) (FPA Auatralia, 2004), ASX Accredited Listed Products Adviser Program (Kaplan Professional, 2008) and Specialist SMSF Course (AMP & University of Adelaide, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Scott McIntyre a registered financial adviser?
Yes. Scott McIntyre is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239310.
Which licensee does Scott McIntyre work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Scott 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; retirement savings accounts.