Financial Adviser · GOULBURN, NSW

Tiffanie Ann Watling

GOULBURN, NSW
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001254928
Currently at
Melbourne, VIC (firm address)

Tiffanie Ann Watling is a financial adviser based in Goulburn, New South Wales, with 9 years of experience in the financial services industry since 2017. Tiffanie is currently authorised under First Mutual Australia. Tiffanie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tiffanie's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Tiffanie is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2017
Accredited Listed Product Adviser Program
Kaplan Professional
2017
Diploma of Financial Planning
Monarch Institute
2018
Statement of Attainment
- Monarch Institute
2025
Graduate Diploma of Financial Planning
Kaplan

Registration History

Feb 2025 - Present Current
WEALTH TRAIL PTY LTD
Jan 2021 - Jan 2025 Ceased
AFFINIA FINANCIAL ADVISERS PTY LTD
Jun 2018 - Jan 2021 Ceased
Not authorised in SMSF
May 2017 - Jun 2018 Ceased

Source: ASIC Financial Advisers Register