Craig Andrew McKenzie
Financial Adviser in North Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242512
- Location
- North Geelong VIC 3215
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 26 May 2021
- First provided advice
- 2003
- Qualifications
- Self Managed Super Funds, Integratec Training (2003); Advanced Diploma of Financial Planning FNS60404, Tribeca (2005); Diploma of Financial Planning FNS50804, Tribeca (2005)
- 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 Craig Andrew McKenzie
Craig Andrew McKenzie is a financial adviser in North Geelong, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000242512.
Craig provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. That authorisation dates from 26 May 2021.
The register records 2003 as the year Craig first provided financial advice. Qualifications and training on file include Self Managed Super Funds (Integratec Training, 2003), Advanced Diploma of Financial Planning FNS60404 (Tribeca, 2005) and Diploma of Financial Planning FNS50804 (Tribeca, 2005). Craig is recorded as a member of Financial Advice Association of Australia (FAAA).
Craig 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.
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Questions people ask
Is Craig Andrew McKenzie a registered financial adviser?
Yes. Craig Andrew McKenzie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242512.
Which licensee does Craig Andrew McKenzie work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Craig Andrew 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.