Financial Adviser
· MINYAMA, QLD
Bridget Lee Mackenzie
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000344354
Bridget Lee Mackenzie is a financial adviser based in Minyama, Queensland, with 16 years of experience in the financial services industry. Bridget is currently authorised under Dpwm Financial Advice Pty Ltd. Bridget 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 Business (Financial Planning) from University of the Sunshine Coast (USC). Bridget 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
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Business (Financial Planning)
University of the Sunshine Coast (USC)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register