Financial Adviser · ADELAIDE, SA

Tania Rachel Smyth

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001258562

Tania Rachel Smyth is a financial adviser based in Adelaide, South Australia, with 9 years of experience in the financial services industry. Tania is currently authorised under Morgans Financial Limited. 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 Graduate Diploma of Financial Planning from Kaplan. Tania is a member of Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1999
Diploma in Financial Markets
Securities Institute
2015
Professional Diploma in Stockbroking
Stockbrokers and Financial Advisers Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2019
Graduate Diploma of Financial Planning
Kaplan

Registration History

Sep 2017 - Present Current

Source: ASIC Financial Advisers Register