Jamie Mcintyre
Financial Adviser
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
Jamie Mcintyre is an ASIC-registered financial adviser dedicated to helping individuals and families in Newtown, VIC, achieve their financial goals. With a solid foundation built upon a Diploma of Financial Services (Financial Planning), an Advanced Diploma in the same field, a Certificate IV in Finance/Mortgage Broking, and a Graduate Diploma of Financial Planning, Jamie possesses the knowledge and experience to provide comprehensive and tailored advice. Jamie is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Jamie is committed to building long-term relationships with his clients, based on trust, transparency, and a genuine understanding of their unique circumstances. Contact Jamie today to schedule a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Jamie Mcintyre offer?
Jamie Mcintyre provides comprehensive financial advice, including superannuation, insurance, wealth management, retirement planning, and investment strategies.
What are Jamie Mcintyre's qualifications?
Jamie holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Certificate IV Financial Services (Finance/Mortgage Broking), Self Managed Superannuation Funds certification, Margin Lending certification, and a Graduate Diploma of Financial Planning.
How does Jamie Mcintyre work with clients to create a financial plan?
Jamie works closely with clients to understand their financial goals, risk tolerance, and time horizon. He then develops a personalized financial plan tailored to their specific needs and circumstances.
What can I expect during my first meeting with Jamie?
During your first meeting, Jamie will discuss your financial situation, goals, and any concerns you may have. This initial consultation is an opportunity for both of you to determine if you are a good fit for ongoing advice and services.
Does Jamie Mcintyre specialise in Self-Managed Superannuation Funds (SMSFs)?
Yes, Jamie Mcintyre has specialist knowledge in Self-Managed Superannuation Funds.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.