Tania Smyth
Financial Adviser
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About
Tania Smyth is an ASIC-registered financial adviser based in Adelaide, SA, committed to providing tailored financial solutions to help her clients achieve their financial goals. With a strong foundation in financial markets and stockbroking, Tania holds a Diploma in Financial Markets from the Securities Institute (1999), a Professional Diploma in Stockbroking from the Stockbrokers and Financial Advisers Association (2015), and a Graduate Diploma of Financial Planning from Kaplan (2019). She is also a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating her commitment to upholding the highest ethical and professional standards. Tania is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities. She is dedicated to providing clients with clear, concise, and personalized advice that considers their unique circumstances and aspirations. Key services include: • Superannuation advice • Investment strategies • Wealth accumulation and management • Insurance solutions • Retirement planning Ready to take control of your financial future? Contact Tania today for a consultation and discover how she can help you achieve your financial goals.
Specialisations
Areas of Expertise
Client Types
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Tania Smyth offer?
Tania Smyth specializes in providing advice on superannuation, insurance, wealth management, investments, and retirement planning. She can also provide advice on securities, derivatives and government debt securities.
What are Tania Smyth's qualifications?
Tania holds a Diploma in Financial Markets, a Professional Diploma in Stockbroking, Ethics and Professionalism in Financial Advice certification, and a Graduate Diploma of Financial Planning.
What is Tania's approach to financial planning?
Tania believes in a client-focused approach, tailoring her advice to your specific financial situation, goals, and risk tolerance. She emphasizes building long-term relationships based on trust and transparency.
How do I get started with Tania Smyth?
Simply contact Tania to schedule an initial consultation. This allows you to discuss your needs and goals, and for Tania to explain how she can help you achieve them.
What can I expect during my first meeting with Tania?
During your first meeting, Tania will discuss your current financial situation, your future goals, and your risk tolerance. She will then outline a plan of action to help you achieve your financial objectives.
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