Bernadette Louise Mckenzie – Financial Adviser
Adviser identifying number: 1255164
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 01/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LONSDALE FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 000246934
Authorised Representative’s ABN: 76006637225
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:
- Bachelor of Business (Accounting) – Charles Sturt University
- Certified Practising Accountant of Australia – CPA
- RG146 in Generic Knowledge, Financial Planning, Superannuation & SMSF – CPA Australia
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Bernadette Louise Mckenzie is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Superannuation