Margot Truman – Financial Adviser

Adviser identifying number: 1237921
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: AKAMBO PTY LTD
Licence number: 322056
Licensee’s ABN: 65233939629
Licence controlled by:

The date the Financial Adviser commenced the appointment: 12/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AKAMBO PTY LTD
Authorised Representative identifying number: 322056
Authorised Representative’s ABN: 65233939629

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: Diploma of Financial Planning – Integrity Education Group

Relevant memberships of professional bodies or industry associations:

Margot Truman 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