Financial Adviser · CHEVRON ISLAND, QLD

Stuart Upham Forbes Mackenzie

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000458566

Stuart Upham Forbes Mackenzie is a financial adviser based in Chevron Island, Queensland, with 19 years of experience in the financial services industry. Stuart is currently authorised under Morgans Financial Limited. Stuart holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce & Management (Finance) from Lincoln University. Stuart is a member of Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Commerce & Management (Finance)
Lincoln University
2004
Bachelor of Commerce (2nd Hons)
Lincoln University
2008
RG146
Deakin Prime

Registration History

Sep 2016 - Present Current
Jul 2015 - Aug 2016 Ceased
ADVAMODE FINANCIAL PTY LTD
May 2014 - Jun 2016 Ceased
SMARTRADER LIMITED
Aug 2011 - Dec 2012 Ceased
SB2 SECURITIES PTY LTD
Apr 2010 - Aug 2011 Ceased
STONEBRIDGE FUTURES PTY LIMITED
Apr 2010 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register