Tania Smyth
MSIAA DipFinMkt ProfDipStockbroking GradDipFinPlan
Senior Financial Adviser
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.
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.
Services and Specialties
Wealth Management
Portfolio Administration
Self-Managed Super Funds
Superannuation Advice
Financial Planning
Qualifications and Professional Affiliations
Ethics and Professionalism in Financial Advice
Professional Diploma in Stockbroking
Graduate Diploma in Financial Planning
Diploma in Financial Market
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Derivatives Level 2
Securities
Financial Planning
Managed Investments
Life Insurance
Superannuation
Generic
Derivatives Level 1
Margin Lending
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.
Tania advises on: Shares | Fixed Interest | Superannuation | Managed Portfolio Service | Personal Insurance • UNLESS OTHERWISE STATED, ANY ADVICE HEREIN IS GENERAL IN NATURE AND I AM NOT CONSIDERING YOUR NEEDS, OBJECTIVES & CIRCUMSTANCES. • YOU SHOULD CONSIDER IF THIS ADVICE IS APPROPRIATE FOR YOU.
