Margaret Erica McKenzie Mote
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000270466
- Location
- Melbourne VIC 3004
- Licensee
- Bongiorno Wealth Management Pty Ltd (AFSL 345313)
- Authorised since
- 1 July 2010
- First provided advice
- 1998
- Qualifications
- Graduate Diploma of Applied Finance & Investment, Financial Services Institute of Australasia (formerly Securities Institute Australia) (1982); Diploma of Financial Planning, Diploma of Financial Planning (1998); Certificate IV in Finance & Mortgage Broking, Australis College (formerly Intellitrain) (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Margaret Erica McKenzie Mote
Margaret Erica McKenzie Mote is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000270466.
Margaret provides advice as an authorised representative of Bongiorno Wealth Management Pty Ltd, which holds Australian financial services licence 345313. That authorisation dates from 1 July 2010.
According to the register, Margaret first provided financial advice in 1998. The qualifications listed for Margaret include Graduate Diploma of Applied Finance & Investment (Financial Services Institute of Australasia (formerly Securities Institute Australia), 1982), Diploma of Financial Planning (Diploma of Financial Planning, 1998) and Certificate IV in Finance & Mortgage Broking (Australis College (formerly Intellitrain), 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Margaret Erica McKenzie Mote a registered financial adviser?
Yes. Margaret Erica McKenzie Mote is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000270466.
Which licensee does Margaret Erica McKenzie Mote work under?
Bongiorno Wealth Management Pty Ltd, Australian financial services licence 345313.
What can Margaret Erica McKenzie Mote give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.