Therese Nicole Mckenzie-young – Financial Adviser
Adviser identifying number: 429905
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1981
Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
Licence controlled by:
The date the Financial Adviser commenced the appointment: 28/08/2014
The date the Financial Adviser ceased the appointment: 13/01/2015
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Bachelor of Commerce – Griffith University
- Certificate IV Financial Services (Finance/Mortgage Broking) – National Finance Institute
- Diploma of Financial Services (Financial Planning) – Integratec (Australia) Pty Ltd
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Therese Nicole Mckenzie-young is authorised to provide advices on following products: