Brendan Stuart McKenzie
Financial Adviser in Swan Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000243177
- Location
- Swan Hill VIC 3585
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 25 March 2013
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2005); SMSF Specialist Advisor Program, SMSF Association (2011); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy Pty Ltd (2012)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Brendan Stuart McKenzie
On the Financial Advisers Register kept by ASIC, Brendan Stuart McKenzie appears as a current financial adviser in Swan Hill, Victoria, adviser number 000243177.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 25 March 2013.
According to the register, Brendan first provided financial advice in 2004. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2005), SMSF Specialist Advisor Program (SMSF Association, 2011) and Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy Pty Ltd, 2012).
Brendan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Brendan Stuart McKenzie a registered financial adviser?
Yes. Brendan Stuart McKenzie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000243177.
Which licensee does Brendan Stuart McKenzie work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Brendan Stuart 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."