Data sourced from ASIC Financial Advisers Register
Financial Adviser · BRIGHTON, VIC

Mackenzie Sanderson

33 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000467615

Mackenzie Sanderson is a financial adviser based in Brighton, Victoria, with 33 years of experience in the financial services industry. Mackenzie is currently authorised under Akumin Financial Planning Pty Limited. Mackenzie 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 (Economics and Finance) from Royal Melbourne Institute Of Technology.

Authorised to Advise On

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

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

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Business (Economics and Finance)
Royal Melbourne Institute Of Technology
2008
Graduate Diploma of Financial Planning
FINSIA
2011
Margin Lending
Kaplan Higher Education Pty Limited
2011
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2013
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2015
Certificate IV in Finance and Mortgage Broking
AAMC Training Group

Registration History

Akumin Financial Planning Pty Limited
Oct 2014 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Australia And New Zealand Banking Group Limited
Jan 2010 - Oct 2014 Ceased

Source: ASIC Financial Advisers Register