Financial Adviser
· CHEVRON ISLAND, QLD
Stuart Upham Forbes Mackenzie
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
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
ADVAMODE FINANCIAL PTY LTD
SMARTRADER LIMITED
SB2 SECURITIES PTY LTD
STONEBRIDGE FUTURES PTY LIMITED
Source: ASIC Financial Advisers Register