Financial Adviser
· ADELAIDE, SA
Tracey Margaret Mckenzie
No disciplinary history on record with ASIC
ADELAIDE,
SA
41
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000229194
About Tracey Margaret Mckenzie
Tracey Margaret Mckenzie is a financial adviser based in Adelaide, South Australia, with 41 years of experience in the financial services industry since 1985. Tracey is currently authorised under First Advice Licensee Services. Tracey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tracey's qualifications include a Certified Financial Planner from FPA. Tracey is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and 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
Kaplan
Registration History
EXELSUPER ADVICE PTY LTD
FINANCIAL ADVISORY SERVICES PTY. LTD.
Source: ASIC Financial Advisers Register