Duncan Macintosh Financial Planner Report

Name:
Duncan Murray Charles Macintosh

Rep Number:
000258002

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
DFP 1 - Introduction to Financial Planning
Financial Planning Association
DFP 2 - Risk Management & Insurance Planning
Integratec
DFP 3 - Investment Planning 1
Integratec
DFP 4 - Superannuation and Retirement Planning
Kaplan
Margin Lending and Geared Investments