Financial Adviser
· CANTERBURY, VIC
Cody Don Mackay
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245023
Cody Don Mackay is a financial adviser based in Canterbury, Victoria, with 10 years of experience in the financial services industry. Cody is currently authorised under Futuro Financial Services Pty Ltd. Cody 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 Master of Financial Planning from Deakin University. Cody is a member of Australia Financial Complaints Authority Limited (AFCA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce
Monash University
2016
Derivatives Adviser (Personal Advice)
Mentor Education
2016
Diploma of Financial Planning
Integrity Education Group
2016
Diploma of Financial Services
Integrity Education Group
2017
Self Managed Superannuation Fund Adviser
Mentor Education
2018
Accredited Listed Product Adviser
Kaplan Education
2020
Ethics for Financial Services
Regulation & Legal Obligations - Deakin University
2021
Master of Financial Planning
Deakin University
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register