CODY DON MACKAY
Financial Adviser ยท Canterbury, VIC
๐ Qualifications & Training
2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University
2016 - Derivatives Adviser (Personal Advice) - Other - Mentor Education
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2016 - Diploma of Financial Services - Diploma (AQF 5) - Integrity Education Group
2017 - Self Managed Superannuation Fund Adviser - Other - Mentor Education
2018 - Accredited Listed Product Adviser - Other - Kaplan Education
2020 - Ethics for Financial Services - Bridging Course - Regulation & Legal Obligations - Deakin University
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
๐ข Professional Memberships
Australia Financial Complaints Authority Limited (AFCA)
โน๏ธ 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.