Tania Tonkin
Financial Adviser
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About
Tania Tonkin is an ASIC-registered financial adviser based in Dulwich, South Australia, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Tania brings a wealth of knowledge and a commitment to providing personalized, trustworthy advice. Tania holds a Bachelor of Accountancy from the University of South Australia and is a Chartered Accountant (CA) with Chartered Accountants Australia and New Zealand (CA ANZ). She has also completed specialist training in Self-Managed Superannuation Funds, Margin Lending and Geared Investments, and is an Accredited Listed Product Adviser. Her professional memberships include CA ANZ and the SMSF Association, reflecting her dedication to maintaining the highest standards of professional competence and ethical conduct. Tania is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Tania today for a consultation and discover how she can help you achieve your goals.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Tania Tonkin provide?
Tania Tonkin specializes in superannuation advice, retirement planning, wealth management, and insurance solutions. She also provides advice on investments and risk management.
What are Tania Tonkin's qualifications and experience?
Tania Tonkin holds a Bachelor of Accountancy, is a Chartered Accountant (CA), and has completed specialist training in SMSFs, margin lending, and listed products. She has over 20 years of experience in the financial services industry.
How does Tania Tonkin approach financial planning?
Tania Tonkin takes a personalized approach to financial planning, working closely with clients to understand their individual needs and goals. She then develops tailored strategies to help them achieve financial security and success.
What should I expect during my first meeting with Tania?
During your first meeting, Tania will discuss your current financial situation, your goals, and your risk tolerance. This will help her to develop a preliminary understanding of your needs and how she can assist you.
Why should I choose Tania Tonkin as my financial advisor?
Tania Tonkin offers a combination of extensive experience, professional qualifications, and a client-focused approach. Her commitment to ethical conduct and personalized service makes her a trusted partner in helping you achieve your financial aspirations.
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