TANIA POWICK

Financial Adviser ยท Kempsey, NSW

Registered

Registration Number

000264009

Registration Status

Registered

Location

Kempsey, NSW 2440

Providing Advice Since

1997

Registration Date

09/07/2012

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

๐Ÿ“š Qualifications & Training

2002 - Bachelor of Financial Administration - - University of New England
2004 - Self Managed Superannuation Funds - Other - Kaplan
2018 - Accredited Aged Care Professional - Other - Aged Care Steps

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
National Tax Agents Association

โ„น๏ธ 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.