Ross Mackenzie Financial Planner Report

Name:
Ross Mackenzie

Rep Number:
000231671

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-11-28 onwards

Location:
Geelong, , VIC, 0

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed By
Name:
Fortnum Private Wealth Ltd

Licence Number:
000357306

ABN:
54 139 889 535

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
University of New England
Bachelor of Agriculture and Economics
Kaplan Professional Education
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Margin Lending and Geared Investments
SPAA
SMSF Specialist Adviser

Memberships
Chartered Accountants Australia and New Zealand (CA)
SMSF Association