Tania Mawbey

CFP®, DFP, BBus

Financial Adviser

Tania Mawbey profile photo

A seasoned financial adviser, Tania has more than 20 years’ experience providing personal advice to clients including 13+ years was with Mercer Financial Advice (in Sydney and Brisbane) where she was a Principal Financial Adviser. Tania holds a Bachelor of Business (University of Technology, Sydney),  Certified Financial Planner® (CFP) as well as a Certified Practising Accountant (CPA) and Accredited Aged Care Adviser.

"I enjoy what I do, helping others understand their options with good information and make informed decisions with confidence & clarity."

Tania provides comprehensive advice relating to retirement planning, wealth creation, wealth protection, centrelink, estate planning and aged care planning.