Mackenzie Sanderson
Financial Adviser in Brighton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000467615
- Location
- Brighton VIC 3186
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 27 October 2014
- First provided advice
- 1993
- Qualifications
- Bachelor of Business (Economics and Finance), Royal Melbourne Institute Of Technology (1994); Graduate Diploma of Financial Planning, FINSIA (2008); Margin Lending, Kaplan Higher Education Pty Limited (2011); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2011); Certificate IV in Finance and Mortgage Broking, AAMC Training Group (2015); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2020)
- 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
- 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 Mackenzie Sanderson
Mackenzie Sanderson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brighton, Victoria (adviser number 000467615).
The licensee Mackenzie advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 27 October 2014.
The register records 1993 as the year Mackenzie first provided financial advice. Qualifications and training on file include Bachelor of Business (Economics and Finance) (Royal Melbourne Institute Of Technology, 1994), Graduate Diploma of Financial Planning (FINSIA, 2008) and Margin Lending (Kaplan Higher Education Pty Limited, 2011).
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.
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 Mackenzie Sanderson a registered financial adviser?
Yes. Mackenzie Sanderson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000467615.
Which licensee does Mackenzie Sanderson work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Mackenzie Sanderson 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: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."