Scott Mackenzie – Financial Adviser

Adviser identifying number: 1238712
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence number: 238375
Licensee’s ABN: 68010529665
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD

The date the Financial Adviser commenced the appointment: 21/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILSONS ADVISORY AND STOCKBROKING LIMITED
Authorised Representative identifying number: 238375
Authorised Representative’s ABN: 68010529665

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Entry Level Competencies – IntegraTec
• Entry Level Competencies for Financial Services Professionals – Integratec
• Investment Planning 1 – Integratec
• Margin Lending & Geared Investments – Deakin Prime
• Rg146 – Kaplan
• Risk Management & Insurance Products – Securities Institute of Australia
• Risk Management and Insurance – Securities institute
• Superannuation & Retirement Planning – Integratec
• Superannuation and Retirement – Tribeca
• investment Planning 1 – Integratec

Relevant memberships of professional bodies or industry associations:

Scott Mackenzie is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Securities
• Superannuation