Mitchell Douglas Mackenzie
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269663
- Location
- West Perth WA 6005
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 23 November 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Economics), University of Western Australia (2015); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2022); Graduate Certificate in Financial Planning, Kaplan Higher Education Pty Limited (2023); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2025)
- 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
- 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 Mitchell Douglas Mackenzie
Mitchell Douglas Mackenzie is a financial adviser in West Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001269663.
Mitchell provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 23 November 2018.
The register records 2018 as the year Mitchell first provided financial advice. The qualifications listed for Mitchell include Bachelor of Commerce (Economics) (University of Western Australia, 2015), Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2017) and FPC007B Client Engagement Skills (Kaplan Higher Education Pty Limited, 2022).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “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 Mitchell Douglas Mackenzie a registered financial adviser?
Yes. Mitchell Douglas Mackenzie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269663.
Which licensee does Mitchell Douglas Mackenzie work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Mitchell Douglas 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. 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."