Profile - John MacKenzie

John MacKenzie Authorised Representative     108 Alexandra Street (cnr Richardson Road) North Rockhampton QLD 4701     PO Box 5894 Central Queensland MC QLD 4702   Tel: (07) 4926 9722 Fax: (07) 4926 8844 Mob: n/a Email: john.mackenzie@elders.com.au   Australian Securities and Investment Commission (ASIC) Authorised Representative number is 242648

John has had many years experience in running his own businesses and has had a long and successful career in the Banking sector.  John has been undertaking continual studies and workshops to enhance his expertise as a financial planner. He completed his Advanced Diploma in Financial Services (Financial Planning) and is currently studying for his Certified Financial Planning (CFP) accreditation through the Financial Planning Association of Australia.

John’s experience in salary packaging has allowed him to assist many Central Queensland employees to improve their financial positions. He is an accredited Salary Sacrifice trained advisor on the RemServ panel.

As an Authorised Representative, John believes in helping his clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs.   He achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions.

Services

 John is authorised to provide a wide range of facilities to you, including: 

• Investment Planning
• Wealth Accumulation Advice
• Risk Planning Management
• Superannuation Advice
• Retirement Planning Advice
• Business or Farm Succession
• Estate Planning
• Centrelink (Social Security) Advice
• Tax Efficient Strategies