THERESE NICOLE MCKENZIE-YOUNG
Financial Adviser · Cleveland, QLD
📚 Qualifications & Training
2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec (Australia) Pty Ltd
2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - National Finance Institute
2022 - Masters Financial Planning - Masters Degree (AQF 9) - Griffith University
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.