ALEXANDER WILLIAM MCKENZIE
Financial Adviser · Penrith, NSW
📚 Qualifications & Training
2000 - Bachelor of Commerce - - University of Western Sydney
2013 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2013 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2021 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University
2021 - MLC714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.