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- Financial Advisers Australia (FAA)
- Therese Nicole Mckenzie-young
Therese Nicole Mckenzie-young
- Name
- Therese Nicole Mckenzie-young
- ID
- 429905
- ABN
- –
- First Provided Advice
- 1981
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec (Australia) Pty Ltd
- 2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
- 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
- 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - National Finance Institute
- 2022 - Masters Financial Planning - Masters Degree (AQF 9) - Griffith University
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- Feb. 4, 2015
- Ceased
- Nov. 30, 2021
- Status
- Ceased
- Licence Holder
- Bayside Licensee Pty Ltd (#537885)
- Commenced
- Sept. 15, 2023
- Ceased
- Nov. 15, 2023
- Status
- Ceased
- Licence Holder
- Bayside Licensee Pty Ltd (#537885)
- Commenced
- Sept. 15, 2023
- Ceased
- Nov. 22, 2023
- Status
- Ceased
- Licence Holder
- Core Advisor Group Pty Ltd (#281394)
- Commenced
- Dec. 23, 2022
- Ceased
- Aug. 24, 2023
- Status
- Current
- Licence Holder
- Lfg Financial Services ltd (#227096)
- Commenced
- Dec. 29, 2023
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Henderson Matusch Pty Ltd (#274484)
- Commenced
- Oct. 22, 2012
- Ceased
- Dec. 23, 2013
- Status
- Ceased
- Licence Holder
- Wealthsure Pty Ltd (#238030)
- Commenced
- Aug. 28, 2014
- Ceased
- Jan. 13, 2015