Tracey Margaret McKenzie
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000229194
- Location
- Adelaide SA 5000
- Licensee
- First Advice Licensee Services Pty Ltd (AFSL 484091)
- Authorised since
- 4 April 2016
- First provided advice
- 1985
- Qualifications
- Diploma of Superannuation Management, Macquarie University (1995); Diploma of Financial Planning, Deakin University (2001); Certified Financial Planner, FPA (2002); Graduate Diploma of Financial Planning, Kaplan (2022)
- 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 Tracey Margaret McKenzie
On the Financial Advisers Register kept by ASIC, Tracey Margaret McKenzie appears as a current financial adviser in Adelaide, South Australia, adviser number 000229194.
Advice is given under the Australian financial services licence of First Advice Licensee Services Pty Ltd, licence number 484091. That authorisation dates from 4 April 2016.
The register records 1985 as the year Tracey first provided financial advice. The qualifications listed for Tracey include Diploma of Superannuation Management (Macquarie University, 1995), Diploma of Financial Planning (Deakin University, 2001) and Certified Financial Planner (FPA, 2002). Tracey 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 Tracey Margaret McKenzie a registered financial adviser?
Yes. Tracey Margaret McKenzie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000229194.
Which licensee does Tracey Margaret McKenzie work under?
First Advice Licensee Services Pty Ltd, Australian financial services licence 484091.
What can Tracey Margaret 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.