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Tania Mawbey

Name
Tania Mawbey
ID
239307
ABN
–
First Provided Advice
2002

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 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

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CPA Australia (CPA)
  • Financial Advice Association of Australia (FAAA)
  • Tax Practitioners Board

Licencee

Status
Ceased
Licence Holder
Esi Financial Services Pty Ltd (#224952)
Commenced
April 15, 2020
Ceased
June 30, 2022
Status
Ceased
Licence Holder
Industry Fund Services Limited (#232514)
Commenced
Feb. 7, 2022
Ceased
July 13, 2022
Status
Current
Licence Holder
Findex Advice Services Pty ltd (#243253)
Commenced
July 25, 2022

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Mercer Financial Advice (australia) Pty Ltd (#411766)
Commenced
Jan. 9, 2012
Ceased
Oct. 23, 2019
Status
Ceased
Licence Holder
Mercer Superannuation (australia) Limited (#235906)
Commenced
May 29, 2006
Ceased
Jan. 6, 2012