Tania Mawbey
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239307
- Location
- Brisbane QLD 4000
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 25 July 2022
- First provided advice
- 2002
- Qualifications
- Bachelor of Business, University of Technology Sydney (1999); Certified Practising Accountant, CPA (2004); Certified Financial Planner (CFP), FPA (2005); Margin Lending, Kaplan Professional (2012); Accreditated Aged Care Professional, Aged Care Steps (2015); Ethics and Professionalism in Financial Advice, Kaplan (2021); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2023)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- 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
- Excluding LRBA's
- Tax (financial) advice
- Yes
- Register status
- Current
About Tania Mawbey
On the Financial Advisers Register kept by ASIC, Tania Mawbey appears as a current financial adviser in Brisbane, Queensland, adviser number 000239307.
Tania provides advice as an authorised representative of Findex Advice Services Pty Ltd, which holds Australian financial services licence 243253. The current authorisation started on 25 July 2022.
According to the register, Tania first provided financial advice in 2002. The qualifications listed for Tania include Bachelor of Business (University of Technology Sydney, 1999), Certified Practising Accountant (CPA, 2004) and Certified Financial Planner (CFP) (FPA, 2005). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Tania is authorised to advise 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.
A further restriction is recorded on the register: “Excluding LRBA’s.”
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Questions people ask
Is Tania Mawbey a registered financial adviser?
Yes. Tania Mawbey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239307.
Which licensee does Tania Mawbey work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Tania Mawbey 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: "Excluding LRBA's."