Margarita Efe – Financial Adviser

Adviser identifying number: 406446
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: DIXON ADVISORY & SUPERANNUATION SERVICES LIMITED
Licence number: 231143
Licensee’s ABN: 54103071665
Licence controlled by: DIXON ADVISORY GROUP PTY LIMITED

The date the Financial Adviser commenced the appointment: 08/06/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DIXON ADVISORY & SUPERANNUATION SERVICES LIMITED
Authorised Representative identifying number: 231143
Authorised Representative’s ABN: 54103071665

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations:

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

Margarita Efe is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation