Financial Adviser
· NORTH GEELONG, VIC
Craig Andrew Mckenzie
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242512
Craig Andrew Mckenzie is a financial adviser based in North Geelong, Victoria, with 23 years of experience in the financial services industry. Craig is currently authorised under Personal Financial Services Ltd. Craig 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 Advanced Diploma of Financial Planning FNS60404 from Tribeca. Craig 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Self Managed Super Funds
Integratec Training
2005
Advanced Diploma of Financial Planning FNS60404
Tribeca
2005
Diploma of Financial Planning FNS50804
Tribeca