Tanya Smallcombe
Financial Adviser
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About
Tanya Smallcombe is an ASIC-registered financial adviser based in Gladstone, Queensland, committed to providing tailored financial solutions to help her clients achieve their financial goals. With a strong educational foundation that includes a Bachelor of Business (Accounting) from Central Queensland University and a Diploma of Financial Services (Financial Planning) from Kaplan Professional, Tanya combines academic knowledge with practical expertise. Tanya is also a member of CPA Australia, demonstrating her commitment to upholding the highest standards of professionalism and ethical conduct. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Tanya provides comprehensive financial advice in the following key areas: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance, Tanya can help. Contact Tanya today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Tanya Smallcombe offer?
Tanya Smallcombe provides advice on a range of financial matters, including superannuation, retirement planning, wealth management, and insurance. She can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Tanya Smallcombe's qualifications?
Tanya holds a Bachelor of Business (Accounting) from Central Queensland University and a Diploma of Financial Services (Financial Planning) from Kaplan Professional. She also completed studies in Margin Lending & Geared Investments with Kaplan Professional and is a member of CPA Australia.
How does Tanya Smallcombe develop a financial plan for her clients?
Tanya works closely with her clients to understand their individual financial circumstances, goals, and risk tolerance. She then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives. This process includes regular reviews and adjustments as needed.
What can I expect during my first meeting with Tanya Smallcombe?
During your initial consultation, Tanya will discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. This meeting is an opportunity for you to get to know Tanya and for her to understand how she can best assist you.
Is Tanya Smallcombe a registered financial advisor?
Yes, Tanya Smallcombe is an ASIC-registered financial advisor.
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