TANIA MAWBEY
Financial Adviser · Brisbane City, QLD
📚 Qualifications & 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
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
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.