Tania Powick
Financial Adviser in Kempsey, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264009
- Location
- Kempsey NSW 2440
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 9 July 2012
- First provided advice
- 1997
- Qualifications
- Bachelor of Financial Administration, University of New England (2002); Self Managed Superannuation Funds, Kaplan (2004); Accredited Aged Care Professional, Aged Care Steps (2018)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); National Tax Agents 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Tania Powick
Tania Powick is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kempsey, New South Wales (adviser number 000264009).
Advice is given under the Australian financial services licence of Personal Financial Services Ltd, licence number 234459. That authorisation dates from 9 July 2012.
The register records 1997 as the year Tania first provided financial advice. Qualifications and training on file include Bachelor of Financial Administration (University of New England, 2002), Self Managed Superannuation Funds (Kaplan, 2004) and Accredited Aged Care Professional (Aged Care Steps, 2018). Tania is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and National Tax Agents 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.
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Questions people ask
Is Tania Powick a registered financial adviser?
Yes. Tania Powick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264009.
Which licensee does Tania Powick work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Tania Powick 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.