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