Duncan Murray Charles Macintosh – Financial Adviser
Adviser identifying number: 258002
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 01/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTHSURE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 326450
Authorised Representative’s ABN: 59130288578
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- DFP 1 – Introduction to Financial Planning – Financial Planning Association
- DFP 2 – Risk Management & Insurance Planning – Financial Planning Association
- DFP 3 – Investment Planning 1 – Integratec
- DFP 4 – Superannuation and Retirement Planning – Integratec
- Margin Lending and Geared Investments – Kaplan
Relevant memberships of professional bodies or industry associations:
Duncan Murray Charles Macintosh is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation