Alexander William McKenzie
Financial Adviser in Penrith, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250498
- Location
- Penrith NSW 2750
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 24 October 2022
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce, University of Western Sydney (2000); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2013); Diploma of Financial Services (Financial Planning), Kaplan Professional (2013); MAA728 Financial Behaviour and Decision Making, Deakin University (2021); MLC714 Financial Advice Regulation, Deakin University (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Securities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Alexander William McKenzie
Alexander William McKenzie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Penrith, New South Wales (adviser number 000250498).
Advice is given under the Australian financial services licence of Infocus Securities Australia Pty Ltd, licence number 236523. The current authorisation started on 24 October 2022.
According to the register, Alexander first provided financial advice in 2002. Qualifications and training on file include Bachelor of Commerce (University of Western Sydney, 2000), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2013) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2013). Alexander is recorded as a member of Financial Advice Association of Australia (FAAA).
Alexander is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Securities excludes direct equities advice.”
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Questions people ask
Is Alexander William McKenzie a registered financial adviser?
Yes. Alexander William McKenzie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250498.
Which licensee does Alexander William McKenzie work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Alexander William McKenzie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Securities excludes direct equities advice."