Margaret Mote
Financial Adviser
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About
Margaret Mote is an ASIC-registered financial adviser based in Melbourne, VIC. With a career spanning decades, Margaret brings a wealth of knowledge and experience to her clients. She holds a Graduate Diploma of Applied Finance & Investment from the Financial Services Institute of Australasia (FINSIA), a Diploma of Financial Planning, and a Certificate IV in Finance & Mortgage Broking from Australis College. Margaret continually updates her knowledge, most recently completing FPC002B Ethics and Professionalism in Financial Advice with Kaplan Higher Education. As a member of both the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA), Margaret adheres to the highest professional standards. Margaret is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can also provide advice on investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities. Margaret offers personalised advice tailored to each client's unique circumstances and goals: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Margaret Mote today for a consultation.
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Frequently Asked Questions
What types of financial advice does Margaret Mote offer?
Margaret Mote provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products, including life insurance, securities, and derivatives. She tailors her advice to your individual needs.
What are Margaret Mote's qualifications and professional memberships?
Margaret holds a Graduate Diploma of Applied Finance & Investment, a Diploma of Financial Planning, and a Certificate IV in Finance & Mortgage Broking. She is a member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA).
What is the process for working with Margaret Mote?
The process typically involves an initial consultation to discuss your financial goals and current situation, followed by the development of a tailored financial plan. Margaret will then help you implement the plan and provide ongoing support and reviews.
How can wealth management advice help me achieve my financial goals?
Wealth management advice can help you identify your financial goals, assess your risk tolerance, and develop a diversified investment strategy to grow and protect your wealth over time. Margaret Mote can provide tailored wealth management advice to help you achieve your specific goals.
What can I expect from a retirement planning session with Margaret Mote?
In a retirement planning session, Margaret will assess your current financial situation, discuss your retirement goals, and develop a plan to help you achieve a comfortable and secure retirement. This may include advice on superannuation, investments, and other retirement income strategies.
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