Martin Robert Mcintosh – Financial Adviser

Adviser identifying number: 223801
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: PLANNING PARTNERS PTY. LTD.
Licence number: 222835
Licensee’s ABN: 64090069239
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/09/2002
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PLANNING PARTNERS PTY. LTD.
Authorised Representative identifying number: 222835
Authorised Representative’s ABN: 64090069239

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Ass Dip Bus (Acc) – Deakin
  • B Bus – RMIT
  • CFP – FPA/ Deakin
  • Certificate IV Finance & Mortgage Broking – AAMC

Relevant memberships of professional bodies or industry associations:

  • FOS
  • Financial Planning Association of Australia (FPA)

Martin Robert Mcintosh is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / IDPS Only
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility