Data sourced from ASIC Financial Advisers Register
Financial Adviser · WEST PERTH, WA

Mitchell Douglas Mackenzie

8 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001269663

Mitchell Douglas Mackenzie is a financial adviser based in West Perth, Western Australia, with 8 years of experience in the financial services industry. Mitchell is currently authorised under Charter Financial Planning Limited. 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 Bachelor of Commerce (Economics) from University of Western Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

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

2015
Bachelor of Commerce (Economics)
University of Western Australia
2017
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
2023
Graduate Certificate in Financial Planning
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Nov 2018 - Present Current
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