MITCHELL DOUGLAS MACKENZIE

Financial Adviser ยท West Perth, WA

Registered

Registration Number

001269663

Registration Status

Registered

Location

West Perth, WA 6005

Providing Advice Since

2018

Registration Date

23/11/2018

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2015 - Bachelor of Commerce (Economics) - Bachelor Degree (AQF 7) - University of Western Australia
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
2023 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan Higher Education Pty Limited
2025 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited

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.