Tania Mawbey

Financial Adviser

ASIC adviser number:

000239307

Qualifications and training:

1999, Bachelor of Business, Bachelor Degree (AQF 7), University of Technology Sydney
2004, Certified Practising Accountant, Professional Designations, CPA
2005, Certified Financial Planner (CFP), Professional Designations, FPA
2012, Margin Lending, Other, Kaplan Professional
2015, Accreditated Aged Care Professional, Other, Aged Care Steps
2021, Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan
2023, SMSF Specialist Advisor (SSA) Accreditation, Professional Designations, SMSF Association

When adviser first provided advice:

2002

Membership of professional associations:

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board

Disciplinary action by ASIC:

None

Location:

L 16 120 EDWARD St
Brisbane QLD 4000

AFS licence holder name:

Findex Advice Services Pty Ltd

AFS licence number:

000243253

Licence controlled by:

Findex Group Limited

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».