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Stuart Mackenzie

Stuart Mackenzie

Financial Adviser

Chevron Island, QLD 4217

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Stuart Mackenzie is an ASIC-registered financial adviser dedicated to helping clients in Chevron Island, QLD, and throughout Australia achieve their financial goals. With a strong academic foundation including a Bachelor of Commerce & Management (Finance) from Lincoln University (2003) and a Bachelor of Commerce (2nd Hons) from Lincoln University (2004), Stuart combines his knowledge with practical experience to deliver tailored financial solutions. Stuart holds RG146 certification from Deakin Prime (2008) and is a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to upholding the highest professional standards in the financial industry. He is authorised to provide advice on a comprehensive range of financial products, ensuring that clients receive well-rounded and informed guidance. Stuart specialises in superannuation advice, wealth management, securities, derivatives, and government debt securities. He provides advice and recommendations in: • Superannuation advice • Wealth management strategies • Investments in securities • Trading derivatives • Government debt securities Whether you're planning for retirement, building your investment portfolio, or seeking expert guidance on wealth management, Stuart is here to help. Contact Stuart today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Securities Derivatives Government Debt Securities Superannuation advice Wealth management Securities trading Derivatives trading Government debt securities Investment strategies Retirement planning

Client Types

Personal Investors SMSF Trust Structures Company Structures Self-Employed

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000458566

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Stuart Mackenzie offer?

Stuart Mackenzie specialises in superannuation advice, wealth management, securities, derivatives, and government debt securities.

What qualifications does Stuart Mackenzie have?

Stuart Mackenzie holds a Bachelor of Commerce & Management (Finance), a Bachelor of Commerce (2nd Hons), RG146 certification, and is a member of the Stockbrokers and Investment Advisers Association (SIAA).

How can Stuart Mackenzie help me plan for my retirement?

Stuart can provide expert advice on superannuation, investment strategies, and wealth management to help you achieve your retirement goals.

What is Stuart Mackenzie's approach to financial planning?

Stuart provides tailored financial solutions to each client, based on their individual needs and financial goals. He takes the time to understand your situation before making any recommendations.

How do I get started with Stuart Mackenzie?

Simply contact Stuart to schedule an initial consultation. During this meeting, you can discuss your financial goals and explore how Stuart can help you achieve them.

Get in Touch

Contact Stuart directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.