Rory Mackenzie
Financial Adviser
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About
Rory Mackenzie is an ASIC-registered financial adviser based in Inverloch, VIC, dedicated to helping clients achieve their financial goals. With a Bachelor of Commerce from Armidale (2000) and a Diploma of Financial Services (FP) from Integratec (2003), Rory brings a wealth of knowledge and experience to his practice. Rory is authorized to provide advice on a comprehensive range of financial products, ensuring that clients receive tailored solutions to meet their unique needs. This includes advice on superannuation, insurance, wealth management and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Rory is passionate about building long-term relationships with his clients, providing ongoing support and guidance to help them navigate the complexities of the financial landscape. He is committed to providing clear, concise, and practical advice, empowering his clients to make informed decisions. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Rory Mackenzie today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Rory Mackenzie offer?
Rory Mackenzie provides advice on a broad range of financial areas including superannuation, insurance, wealth management, and retirement planning. He is also authorized to advise on various investment products.
What are Rory Mackenzie's qualifications?
Rory Mackenzie holds a Bachelor of Commerce from Armidale (2000) and a Diploma of Financial Services (FP) from Integratec (2003).
What can I expect during my first consultation with Rory Mackenzie?
During your initial consultation, Rory will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
How can Rory Mackenzie help with my retirement planning?
Rory can help you develop a comprehensive retirement plan that considers your current savings, projected expenses, and desired lifestyle. He can also provide advice on superannuation strategies and investment options to help you achieve your retirement goals.
Does Rory Mackenzie provide ongoing financial advice?
Yes, Rory is committed to building long-term relationships with his clients. He provides ongoing support and guidance to ensure your financial plan remains aligned with your changing needs and goals.
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