About Alison McKenzie – Your Adviser

Phone: 027 622 5758

Email: Click here to email me

FSPR: 436986

Your Financial Adviser

Alison McKenzie is your Financial Adviser and she is providing the advice on behalf of Alison Mckenzie Financial Services trading as McKenzie Financial Services, who is the Financial Advice Provider Licence holder 737871

Qualifications

New Zealand Certificate in Financial Services Level 5

Investment, Life, Health & Disability, and Residential Property Lending strands.

Experience

I have been providing financial advice on a wide range of products and services for my clients since 1989.

Professional memberships

I have been a Practitioner of Financial Advice New Zealand since 2020.

I am a member of the Newpark Dealer Group and they provide me with Continuing Professional Development and Adviser Days.

Duties information

I am bound by the duties of the Financial Markets Conduct Act to:

  1. Meet the standards of competence, knowledge and skill set out in the Code of Conduct
  2. Give priority to the clients’ interest and Exercise care, diligence and skill and;
  3. Meet the standards of ethical behaviour, conduct, and client care set out in the Code of Conduct.