Data sourced from ASIC Financial Advisers Register
Financial Adviser · SWAN HILL, VIC

Brendan Stuart Mckenzie

22 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000243177

Brendan Stuart Mckenzie is a financial adviser based in Swan Hill, Victoria, with 22 years of experience in the financial services industry. Brendan is currently authorised under Akumin Financial Planning Pty Limited. Brendan 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 Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

2005
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2011
SMSF Specialist Advisor Program
SMSF Association
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd

Registration History

Akumin Financial Planning Pty Limited
Mar 2013 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
Jun 2005 - Mar 2013 Ceased

Source: ASIC Financial Advisers Register