Ian Walter Mckenzie – Financial Adviser

Adviser identifying number: 1002549
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1982

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: 01/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LONSDALE FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 246934
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:

• Certificate IV in Financial Planning – Tribeca
• DFP2 Insurance and Risk Protection – Kaplan
• Financial Planning Principles & Practice. Superannuation: Advice & Regulation (511) – Securities Institute
• Financial Planning Principles & Practice. Superannuation: Financial Planning & Wealth Creation (410) – Securities Institute

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Ian Walter Mckenzie is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products