Financial Adviser · PENRITH, NSW

Alexander William Mckenzie

24 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000250498

Alexander William Mckenzie is a financial adviser based in Penrith, New South Wales, with 24 years of experience in the financial services industry. Alexander is currently authorised under Infocus Securities Australia Pty Ltd. Alexander holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Western Sydney. Alexander is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Commerce

University of Western Sydney

2013

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2021

MAA728 Financial Behaviour and Decision Making

Behavioural Finance - Deakin University

2021

MLC714 Financial Advice Regulation

Regulation & Legal Obligations - Deakin University

Registration History

Infocus Securities Australia Pty Ltd

Oct 2022 - Present Current

Securities excludes direct equities advice

Charter Financial Planning Limited

Aug 2010 - Oct 2022 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Jan 2004 - Aug 2010 Ceased

Source: ASIC Financial Advisers Register