Adam John Mackenzie
Financial Adviser in Bendigo, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000322870
- Location
- Bendigo VIC 3550
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 11 December 2015
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2007)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam John Mackenzie
Adam John Mackenzie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bendigo, Victoria (adviser number 000322870).
The licensee Adam advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 11 December 2015.
According to the register, Adam first provided financial advice in 2008. The qualifications listed for Adam include Diploma of Financial Services (Financial Planning) (Mentor Education, 2007). Adam is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.”
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Questions people ask
Is Adam John Mackenzie a registered financial adviser?
Yes. Adam John Mackenzie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000322870.
Which licensee does Adam John Mackenzie work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Adam John Mackenzie give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF."