ANDREW JAMES MACKENZIE

Financial Adviser · Fitzroy, VIC

Registered

Registration Number

000274752

Registration Status

Registered

Location

Fitzroy, VIC 3065

Providing Advice Since

2008

Registration Date

27/05/2025

Financial Services Licensee

IMAGINEERING FS PTY LTD

Licence #000510873

📚 Qualifications & Training

2004 - Bachelor of Business - Bachelor Degree (AQF 7) - La Trobe University
2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2013 - CFP - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia

🏢 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.