Margarita Efe Financial Planner Report

Name:
Margarita Efe

Rep Number:
000406446

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2011-06-08 onwards

Licensee
Name:

Number:
000231143

ABN:
54 103 071 665

Controlled By:

Appointed By
Name:
Dixon Advisory & Superannuation Services Limited

Licence Number:
000231143

ABN:
54 103 071 665

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
Certified Financial Planner
Institute of Chartered Accoutants
Chartered Accountant
La Trobe University
Commerce Degree
La Trobe University
Economics Degree

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)