Andrew MacKenzie Email & Phone Number
Senior Financial Planner @ Kearney Group
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Andrew MacKenzie Location
- Melbourne, VIC, AU
Andrew MacKenzie Work
- 2010 -now Senior Financial Planner @
- 2008 -2010 Senior Superannuation Adviser @
- 2006 -2008 Pensions and Switches Consultant @
Andrew MacKenzie Education
- FPA
Certification in Financial Planning (CFP) (Financial Planning and Services)
2010-2012 - Kaplan
Advanced Diploma of Financial Planning (Financial Planning and Services)
2008-2009 - Kaplan
Diploma of Financial Planning (Financial Planning and Services)
2005-2007 - La Trobe University
Economics (Economics & Finance)
2001-2003 - The Geelong College
VCE
1997-2000
Andrew MacKenzie Skills
- Pensions
- Superannuation
- Retirement Planning
- Financial Advisory
- Strategic Financial Planning
- Financial Services
- Financial Modeling
- Wealth Management
- Retirement
- Investment Advisory
- Investments
- Estate Planning
- Equities
- Change Management
- Financial Planners
- Banking
- Risk Management
- Insurance
- Wealth
- Wealth Management Services
- Investment Management
- Asset Management
- Asset Allocation
- Financial Analysis
- Wealth Accumulation
- Relationship Management
- Investment Strategies
- Aged Care
- Critical Illness
- Elder Care
- Holistic Financial Planning
- Managed Funds
- Income Protection
- Mutual Funds
- Portfolio Management
- Personal Financial Planning
- SMSF
- Financial Planning
- Budgets
- Customer Service
- Finance
- Planning
- Public Speaking
Andrew MacKenzie Summary
- Andrew MacKenzie, based in Melbourne, VIC, AU, is currently a Senior Financial Planner at Kearney Group. Andrew MacKenzie brings experience from previous roles at VicSuper. Andrew MacKenzie holds a 2010 - 2012 Certification in Financial Planning (CFP) in Financial Planning and Services @ FPA. With a robust skill set that includes Pensions, Superannuation, Retirement Planning, Financial Advisory, Strategic Financial Planning and more. Andrew MacKenzie has 3 emails on RocketReach.
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