Andrew James Mackenzie
Financial Adviser in Abbotsford, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274752
- Location
- Abbotsford VIC 3067
- Licensee
- Imagineering FS Pty Ltd (AFSL 510873)
- Authorised since
- 2 November 2018
- First provided advice
- 2008
- Qualifications
- Bachelor of Business, La Trobe University (2004); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2010); Financial Adviser Exam, FASEA (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew James Mackenzie
On the Financial Advisers Register kept by ASIC, Andrew James Mackenzie appears as a current financial adviser in Abbotsford, Victoria, adviser number 000274752.
The licensee Andrew advises under is Imagineering FS Pty Ltd (AFS licence 510873). The current authorisation started on 2 November 2018.
The register records 2008 as the year Andrew first provided financial advice. Qualifications and training on file include Bachelor of Business (La Trobe University, 2004), Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is Andrew James Mackenzie a registered financial adviser?
Yes. Andrew James Mackenzie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274752.
Which licensee does Andrew James Mackenzie work under?
Imagineering FS Pty Ltd, Australian financial services licence 510873.
What can Andrew James Mackenzie 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.