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PM

Peter Mcintyre

Financial Adviser

PM Accounting Solutions
Bensville, NSW 2251

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Peter Mcintyre is an ASIC-registered financial adviser based in Bensville, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Peter holds an Undergraduate Degree in Business from the NSW Institute of Technology (1985) and completed his Professional Year of Study with the Institute of Chartered Accountants Australia in 1987. Further enhancing his expertise, Peter is also a SMSF Special Adviser accredited by the Self Managed Super Fund Association since 2011. As a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the SMSF Association, Peter adheres to the highest professional standards, providing trusted advice in superannuation, insurance, and wealth management. He is authorized to advise on a range of financial products including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Peter offers a comprehensive suite of services designed to meet your individual needs: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you're planning for retirement, managing your wealth, or seeking to protect your assets, Peter is committed to providing clear, practical, and effective financial advice. Contact Peter today to discuss your financial future and discover how he can help you achieve your goals.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management strategies Insurance solutions Investment advice SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000255231

Verify on ASIC Register

Authorised Representative Number

000260332

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Peter Mcintyre offer?

Peter Mcintyre provides advice on superannuation, retirement planning, wealth management, and insurance solutions. He can assist with investment strategies, risk management, and planning for your long-term financial security.

What are Peter Mcintyre's qualifications and professional memberships?

Peter holds an Undergraduate Degree in Business from the NSW Institute of Technology, completed his Professional Year of Study with the Institute of Chartered Accountants Australia, and is a SMSF Special Adviser accredited by the Self Managed Super Fund Association. He is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the SMSF Association.

How does Peter Mcintyre tailor financial advice to individual client needs?

Peter takes a personalized approach to financial advice, beginning with a thorough understanding of your financial situation, goals, and risk tolerance. He then develops customized strategies to help you achieve your objectives, regularly reviewing and adjusting your plan as needed.

What can I expect during my first consultation with Peter Mcintyre?

During your initial consultation, Peter will discuss your financial goals, current financial situation, and any concerns you may have. He will explain his approach to financial planning and outline how he can help you achieve your objectives. This meeting is an opportunity for you to ask questions and determine if Peter is the right financial adviser for you.

How can Peter Mcintyre help me with my superannuation?

Peter can provide advice on selecting the right superannuation fund, consolidating your superannuation accounts, and developing a retirement income strategy. As a SMSF Special Advisor, he also provides specialist SMSF advice.

Get in Touch

Contact Peter directly for personalised advice.

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