ABOUT > OUR TEAM
Partner - Senior Financial Adviser
Growing up in the Western suburbs of Sydney after my family migrated to Australia from Ukraine taught me that one needs to be adaptable to constant change and take on new challenges in life.
When I was young, my mother was diagnosed with cancer and passed away from the disease 12 years later. Unfortunately, my family did not have exposure to sound financial advice, which would have helped us manage things a lot better. As a result, I have experienced firsthand what it means not to receive financial advice. I aim to change this for all my clients and provide them with a sounding board to help them articulate what they want to achieve in their lives and help them get there.
I was always fascinated with the psychology of finance and how human behaviour drives financial decisions. I guess wealth and money are more than just ‘numbers’ to me, as it takes a team of smart people to deliver the results. In the end, it's the emotion that is driving this outcome.
I have worked as a financial adviser for over 10 years. I enjoy putting together a plan for my clients with a solid foundation to build wealth upon and seeing it come to fruition with their end in mind without compromising what they have achieved thus far.
I’m a father of a beautiful daughter. I enjoy travel and experiencing new places, cultures and people, I have been around the world, visiting almost every continent.
I enjoy playing and following the global chess community, and I’m fascinated by the strategic aspects of this wonderful game, a game of life.
I enjoy going to the gym and either reading or watching something that would help me develop and grow further in my spare time.
• Certified Financial Planner (CFP)
• Advanced Diploma of Financial Planning
• Bachelor of Arts – Psychology
• Double Masters – International Business & International Relations
• Justice of the Peace (JP)
A copy of my Financial Services Guide Part 1 & 2 is available here.
Identity McIntyre Pty Ltd (ASIC No 461171) is a corporate authorised representative of IMFG Pty Limited, Australian Financial Services Licensee number 527657 Registered Office at: Level 8, 171 Clarence Street, Sydney NSW 2000.
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