MARGARET ERICA MCKENZIE MOTE

Financial Adviser · Melbourne, VIC

Registered

MARGARET ERICA MCKENZIE MOTE is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 1998, based in Melbourne, Victoria. They are authorised to provide advice under BONGIORNO WEALTH MANAGEMENT PTY LTD (AFSL licence #000345313). Registered qualifications on file include 1982 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Financial Services Institute of Australasia (formerly Securities Institute Australia), 1998 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Diploma of Financial Planning, 2013 - Certificate IV in Finance & Mortgage Broking - Certificate (AQF 1-4) - Australis College (formerly Intellitrain). Professional memberships listed: Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA).

Registration Number

000270466

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

1998

Registration Date

01/07/2010

Financial Services Licensee

BONGIORNO WEALTH MANAGEMENT PTY LTD

Licence #000345313

📚 Qualifications & Training

1982 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Financial Services Institute of Australasia (formerly Securities Institute Australia)

1998 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Diploma of Financial Planning

2013 - Certificate IV in Finance & Mortgage Broking - Certificate (AQF 1-4) - Australis College (formerly Intellitrain)

2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

Financial Services Institute of Australasia (FINSIA)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.