Tania Anne Tonkin
Financial Adviser in Dulwich, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000340892
- Location
- Dulwich SA 5065
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 9 June 2021
- First provided advice
- 2009
- Qualifications
- Bachelor of Accountancy, University of South Australia (1998); Chartered Accountant (CA), Chartered Accountants Australia and New Zealand (CA ANZ) (1999); Self-Managed Superannuation Funds, Kaplan Higher Education (2009); Margin Lending and Geared Investments, Kaplan Higher Education (2010); Accredited Listed Product Adviser Program, Kaplan Higher Education (2014)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- No authorised to provide personal advice in Aged Care.
- Tax (financial) advice
- Yes
- Register status
- Current
About Tania Anne Tonkin
On the Financial Advisers Register kept by ASIC, Tania Anne Tonkin appears as a current financial adviser in Dulwich, South Australia, adviser number 000340892.
The licensee Tania advises under is Count Financial Limited (AFS licence 227232). That authorisation dates from 9 June 2021.
According to the register, Tania first provided financial advice in 2009. The qualifications listed for Tania include Bachelor of Accountancy (University of South Australia, 1998), Chartered Accountant (CA) (Chartered Accountants Australia and New Zealand (CA ANZ), 1999) and Self-Managed Superannuation Funds (Kaplan Higher Education, 2009). Tania is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “No authorised to provide personal advice in Aged Care.”
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Questions people ask
Is Tania Anne Tonkin a registered financial adviser?
Yes. Tania Anne Tonkin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340892.
Which licensee does Tania Anne Tonkin work under?
Count Financial Limited, Australian financial services licence 227232.
What can Tania Anne Tonkin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "No authorised to provide personal advice in Aged Care."