Financial Adviser
· ALBANY, WA
Tania Jane Sage
No disciplinary history on record with ASIC
ALBANY,
WA
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294790
Practice
Albany, WA (practice address on ASIC register)
Licensed through Synchron Advice
About Tania Jane Sage
Tania Jane Sage is a financial adviser based in Albany, Western Australia, with 4 years of experience in the financial services industry since 2022. Tania works at Sound Life Financial Services, which is licensed through Synchron Advice. 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 Bachelor of Commerce major in Financial Planning from Deakin University. Tania is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce major in Financial Planning
Deakin University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
Accredited Listed Product Adviser Program
Kaplan Education Pty Ltd
2022
FPE016 Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register