Financial Adviser
· MELBOURNE, VIC
Mitchell Mark Mckeown
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000473270
Mitchell Mark Mckeown is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Mitchell is currently authorised under Bongiorno Wealth Management Pty Ltd. Mitchell 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 Business Administration from Australian Institute of Management Business School.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business (Accounting, Marketing)
Macquarie University
2014
Certificate IV in Finance and Mortgage Broking
Kaplan Professional Education
2015
Diploma of Financial Planning
Pinnacle Financial Services Academy
2023
Master of Business Administration
Australian Institute of Management Business School
2024
FPC006 Taxation for Financial Planning
Kaplan Higher Education
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education