Financial Adviser
· CANOWINDRA, NSW
Emma Grace Mckenzie
No disciplinary history on record with ASIC
CANOWINDRA,
NSW
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001316342
About Emma Grace Mckenzie
Emma Grace Mckenzie is a financial adviser based in Canowindra, New South Wales. Emma is currently authorised under Rise Financial. Emma holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Emma's qualifications include a Graduate Diploma of Financial Planning from Deakin University. Emma is a member of Certified Independent Financial Advisers Association (CIFAA), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2024
Graduate Diploma of Financial Planning
Deakin University
2026
Accredited Aged Care Professional
Aged Care Steps
2026
SMSF Specialist Advisor
SMSF Association