Financial Adviser · INVERLOCH, VIC

Rory James Mackenzie

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000242115

Rory James Mackenzie is a financial adviser based in Inverloch, Victoria, with 23 years of experience in the financial services industry. Rory is currently authorised under Bombora Advice Pty Ltd. Rory 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 Commerce from University of New England - Armidale.

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

2000
Bachelor of Commerce
University of New England - Armidale
2003
Diploma of Financial Services (FP)
Integratec

Registration History

Jul 2014 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Dec 2003 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register