TANIA ANNE TONKIN
Financial Adviser · Dulwich, SA
📚 Qualifications & Training
1998 - Bachelor of Accountancy - Bachelor Degree (AQF 7) - University of South Australia
1999 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia and New Zealand (CA ANZ)
2009 - Self-Managed Superannuation Funds - Other - Kaplan Higher Education
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education
2014 - Accredited Listed Product Adviser Program - Other - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.