Bridget Lee Mackenzie
Financial Adviser in Minyama, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000344354
- Location
- Minyama QLD 4575
- Licensee
- DPWM Financial Advice Pty Ltd (AFSL 544155)
- Authorised since
- 16 February 2023
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Financial Planning), University of the Sunshine Coast (USC) (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (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 Bridget Lee Mackenzie
On the Financial Advisers Register kept by ASIC, Bridget Lee Mackenzie appears as a current financial adviser in Minyama, Queensland, adviser number 000344354.
Advice is given under the Australian financial services licence of DPWM Financial Advice Pty Ltd, licence number 544155. The current authorisation started on 16 February 2023.
According to the register, Bridget first provided financial advice in 2010. Qualifications and training on file include Bachelor of Business (Financial Planning) (University of the Sunshine Coast (USC), 2010) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Bridget is recorded as a member of 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 Bridget Lee Mackenzie a registered financial adviser?
Yes. Bridget Lee Mackenzie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000344354.
Which licensee does Bridget Lee Mackenzie work under?
DPWM Financial Advice Pty Ltd, Australian financial services licence 544155.
What can Bridget Lee 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.