Tania Smyth

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

Financial Planning

Superannuation Advice

Self-Managed Super Funds

Portfolio Administration

Industry Experience

Sectors Covered

Tania Smyth's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Graduate Diploma in Financial Planning

Ethics and Professionalism in Financial Advice

Professional Diploma in Stockbroking

Diploma in Financial Market

Associations

Master Member of Stockbrokers and Investment Advisers Association (MSIAA)

Competencies

Derivatives Level 1

Derivatives Level 2

Margin Lending

Financial Planning

Generic

Managed Investments

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.

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.