Tania Mawbey, CFP®

Name Tania Mawbey CFP®
Company Findex Advice Services Pty Ltd
Address Findex Advice Services Level 18/120 Edward St
Brisbane City, QLD 4000
Phone 0499 976 515
Website www.findex.com.au/

Senior Financial Adviser at Findex, for more than 20 years I love what I do, helping pre & post retirees, professionals, women and aged care clients achieve financial security, with confidence.

Raised in rural NSW, I was fortunate to grow up in a smaller community built on trust, understanding and the importance of lifelong friendships. I do think this experience taught me values that I hold in my professional life today, working collaboratively with clients – personable, honest and caring.

I have been in financial services all my working life starting at Macquarie Bank as a share trade settlement clerk, this was before the days of CHESS & technology, we had to roll up our sleeves ‘literally’ and go into dusty ledger boxes and place ‘sticky’ labels to update client ledger cards for a share trade, ‘chalkies’ still wrote on the ASX blackboard to buy & sell, we have all come a long way in a short time.

I spent 5 years in Asia, South Africa and London as a Director with Macquarie where I cut my teeth understanding financial services locally and globally and greatly contributed to my passion, resilience and professional work ethic today.

This experience was followed by time at PricewaterhouseCoopers as a Consultant in London and New York and my transition across to personal financial services and advice when I returned to Australia. I now call SE Queensland home and wouldn’t live anywhere else.

Formal training over this time has supported the practical day to day client work experience including:

★ Bachelor Business, Accounting major, UTS Sydney
★ Certified Practising Accountant & member (CPA).
★ Certified Financial Planner (CFP)
★ Accredited Aged Care Professional
* SMSF SSA Specialist Accreditation

I enjoy working with people who are:

► Hard working, dedicated professionals who are often time poor but want to take control of their finances and make smart financial decisions.

► Women wanting to feel more empowered and confident knowing they have a plan of attack in achieving their lifestyle and financial goals.

► Retirement planning, for those looking to optimising their situation, continue to enjoy regular, consistent income and achieve the freedom and confidence to ‘redirect', whatever that looks like.

► Those who are in later stages of life & those who care for them and are looking at residential care options from ‘granny flat’ arrangements with family members to dedicated facilities, helping to navigate the choices, complexity & funding/cashflow with clarity so all involved can focus on the important things at this stage of life, each other.

If any of these situations resonate with you and you want to take control of your lifestyle and financial position, then please feel free to reach out for a no-obligation initial meeting to discuss the life you want to live.

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