Financial Adviser · BENDIGO, VIC

Adam John Mackenzie

BENDIGO, VIC

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000322870

Currently at

Bls Financial

Bundall, QLD (firm address)

View firm profile

Adam John Mackenzie is a financial adviser based in Bendigo, Victoria, with 18 years of experience in the financial services industry since 2008. Adam is currently authorised under Alliance Wealth, operating through Bls Financial. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam holds a Diploma of Financial Services (Financial Planning) from Mentor Education. Adam 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 Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Mentor Education

Registration History

Alliance Wealth Pty Ltd

Dec 2015 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

DOVER FINANCIAL ADVISERS PTY LTD

Jul 2015 - Dec 2015 Ceased

GUARDIANFP PTY LIMITED

Feb 2013 - Jul 2015 Ceased

Superannuation excludes Income Streams and SMSF Advice

AAA FINANCIAL INTELLIGENCE LTD

Mar 2008 - Feb 2013 Ceased

Source: ASIC Financial Advisers Register