Financial Adviser
· ADELAIDE, SA
Tania Rachel Smyth
No disciplinary history on record with ASIC
ADELAIDE,
SA
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258562
About Tania Rachel Smyth
Tania Rachel Smyth is a financial adviser based in Adelaide, South Australia, with 9 years of experience in the financial services industry since 2017. Tania works at Morgans Financial, which is licensed through 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). Tania's 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