Stuart Graeme Mckenzie – Financial Adviser

Adviser identifying number: 1000598
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: STRATEGEM INVESTMENT SERVICES PTY. LTD.
Licence number: 244222
Licensee’s ABN: 25006596587
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STRATEGEM INVESTMENT SERVICES PTY. LTD.
Authorised Representative identifying number: 244222
Authorised Representative’s ABN: 25006596587

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) – RMIT
• CFP Program – FPA
• Diploma of Finance and Mortgage Broking Management – Kaplan
• Graduate Diploma in Financial Planning – Securities Institute of Australia
• Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations:

• FINSIA
• Financial Planning Association of Australia (FPA)
• SMSF Association

Stuart Graeme Mckenzie is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products