Tania Powick
Financial Adviser
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About
Tania Powick is an ASIC-registered financial adviser based in Kempsey, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Financial Administration from the University of New England and specialist accreditations including Self Managed Superannuation Funds and Accredited Aged Care Professional, Tania brings a wealth of knowledge and experience to her clients. Tania is a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), and the National Tax Agents Association, demonstrating her commitment to upholding the highest professional standards. Tania is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Tania provides tailored financial solutions to suit each client's unique circumstances. Her key services include: • Superannuation advice to help you grow your retirement savings effectively • Comprehensive insurance solutions to protect you and your family • Strategic wealth management advice to build and preserve your assets • Retirement planning guidance to ensure a comfortable and secure future • Investment advice to help you achieve your financial goals Ready to take control of your financial future? Contact Tania today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Tania Powick offer?
Tania Powick offers advice on a wide range of financial matters, including superannuation, insurance, wealth management, retirement planning, and investments. She can help you with everything from setting up your superannuation to creating a comprehensive retirement plan.
What are Tania Powick's qualifications and professional memberships?
Tania holds a Bachelor of Financial Administration from the University of New England, has specialist accreditations in Self Managed Superannuation Funds and Aged Care, and is a member of Chartered Accountants Australia and New Zealand (CA ANZ), the Financial Advice Association of Australia (FAAA), and the National Tax Agents Association.
What is the process for working with Tania Powick?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Tania will then develop a personalized financial plan tailored to your specific needs and circumstances. She will work with you to implement the plan and provide ongoing support and advice.
How can Tania Powick help me plan for retirement?
Tania can help you develop a comprehensive retirement plan that takes into account your individual circumstances, including your age, income, assets, and lifestyle goals. She can provide advice on superannuation, investments, and other retirement planning strategies to help you achieve a comfortable and secure retirement.
What can I expect from working with a financial advisor like Tania Powick?
When working with Tania, you can expect to receive personalized, unbiased advice tailored to your specific needs and goals. Tania is committed to providing transparent and ethical advice and building long-term relationships with her clients.
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