Therese Nicole McKenzie-Young
Financial Adviser in Wynnum, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000429905
- Location
- Wynnum QLD 4178
- Licensee
- Loyalty Financial Services Pty Ltd (AFSL 227096)
- Authorised since
- 29 December 2023
- First provided advice
- 1981
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (Australia) Pty Ltd (2003); Bachelor of Commerce, Griffith University (2004); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2005); Certificate IV Financial Services (Finance/Mortgage Broking), National Finance Institute (2009); Masters Financial Planning, Griffith University (2022)
- 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 Therese Nicole McKenzie-Young
Therese Nicole McKenzie-Young is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wynnum, Queensland (adviser number 000429905).
The licensee Therese advises under is Loyalty Financial Services Pty Ltd (AFS licence 227096). The current authorisation started on 29 December 2023.
According to the register, Therese first provided financial advice in 1981. The qualifications listed for Therese include Diploma of Financial Services (Financial Planning) (Integratec (Australia) Pty Ltd, 2003), Bachelor of Commerce (Griffith University, 2004) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2005).
Therese 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 Therese Nicole McKenzie-Young a registered financial adviser?
Yes. Therese Nicole McKenzie-Young is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000429905.
Which licensee does Therese Nicole McKenzie-Young work under?
Loyalty Financial Services Pty Ltd, Australian financial services licence 227096.
What can Therese Nicole McKenzie-Young 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.