Financial Adviser · BRISBANE, QLD

Tania Mawbey

24 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000239307

Tania Mawbey is a financial adviser based in Brisbane, Queensland, with 24 years of experience in the financial services industry. Tania is currently authorised under Findex Advice Services Pty Ltd. Tania holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from FPA. Tania is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Excluding LRBA's

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business

University of Technology Sydney

2004

Certified Practising Accountant

CPA

2005

Certified Financial Planner (CFP)

FPA

2012

Margin Lending

Kaplan Professional

2015

Accreditated Aged Care Professional

Aged Care Steps

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2023

SMSF Specialist Advisor (SSA) Accreditation

SMSF Association

Registration History

Findex Advice Services Pty Ltd

Jul 2022 - Present Current

Excluding LRBA's

Industry Fund Services Limited

Feb 2022 - Jul 2022 Ceased

Superannuation products (excluding Self Managed Superannuation Funds)

ESI FINANCIAL SERVICES PTY LTD

Apr 2020 - Jun 2022 Ceased

Mercer Financial Advice (Australia) Pty Ltd

Jan 2012 - Oct 2019 Ceased

Restrictions: General advice only in general insurance products.

Mercer Superannuation (Australia) Limited

May 2006 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register