"I take a holistic approach to assist my clients to meet their unique goals and objectives, formulating a personalised plan of ongoing investment and strategic advice."
Tania started in the finance industry in 1995 working with some of the major investment banks, accumulating experience in equities and equity derivatives and in funds management, specialising in Exchange Traded Funds.
Services and specialities
- Wealth Management
- Financial Planning
- Superannuation Advice
- Self-Managed Super Funds
- Portfolio Administration
Investment Style
Tania tailors investments to suit her client’s goals and objectives, specialising in long-term portfolio construction and asset allocation. She favours businesses with strong fundamentals and excellent long-term prospects for investor returns via income and capital growth.
Industry Education & Experience
Qualifications
- Graduate Diploma in Financial Planning, Kaplan, 2019
- Ethics and Professionalism in Financial Advice, Kaplan, 2019
- Professional Diploma in Stockbroking, Stockbrokers and Financial Advisers Association, 2015
- Diploma in Financial Market, Kaplan, 1998
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
- Life Insurance
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.