TRACEY MARGARET MCKENZIE
Financial Adviser · Adelaide, SA
📚 Qualifications & Training
1995 - Diploma of Superannuation Management - - Macquarie University
2001 - Diploma of Financial Planning - - Deakin University
2002 - Certified Financial Planner - - FPA
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 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.