CRAIG ANDREW MCKENZIE

Financial Adviser ยท Geelong, VIC

Registered

Registration Number

000242512

Registration Status

Registered

Location

Geelong, VIC 3220

Providing Advice Since

2003

Registration Date

01/12/2003

Financial Services Licensee

GWM ADVISER SERVICES PTY LTD

Licence #000230692

๐Ÿ“š Qualifications & Training

2003 - Self Managed Super Funds - Advanced Diploma (AQF 6) - Integratec Training
2005 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - Tribeca
2005 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Tribeca

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏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.