Financial Adviser
· GEELONG, VIC
Tamara Fanning
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000457385
Tamara Fanning is a financial adviser based in Geelong, Victoria, with 16 years of experience in the financial services industry. Tamara is currently authorised under Interprac Financial Planning Pty Ltd. Tamara 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 Bachelor of Commerce (Accounting, Finance & Financial Planning) from Deakin University. Tamara is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce (Accounting, Finance & Financial Planning)
Deakin University
2013
CPA Professional Year
CPA Australia
2014
SMSF Personal Advice
Pinnacle Financial Services
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited