Regina Taarnby

Morgans Financial Ltd

Silver
7 Yrs Experience
Gladstone, QLD 4680

Recent reviews

Morgans Financial Ltd

Corner Roseberry Street and Hanson Road
Gladstone, QLD 4680

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 6
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Morgans Financial Ltd

AFSL 235410

4.80
6 Reviews
5
4
3
2
1
5.00
Clear communication
4.60
Knowledge & expertise
4.80
Customer care
4.90
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Regina has given us advice on debt reduction, insurances, and cash flow management. She was very easy to understand at all points of the process and I would recommend her to anyone! We are so thankful for the advice given to us and are now feeling empowered and confident in our financial decisions! Deciding to work with Regina was the best thing we ever did ?"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Regina is amazing! Always there to assist and answer our questions."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"'Regina has given me advice in areas including investing, super funds and managing debt. Reg is able to explain things to me in a clear way. Through Regina's knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Highly recommended Regina to anyone. Extremely knowledgeable and very easy to talk to. She is very approachable and is always very understanding regarding our personal situations."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Reg spells advice out in an easy to understand manner and is passionate about you achieving your goals. Super efficient and great communication. Not intimidating and actually listened to us unlike our previous adviser."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Regina is extremely easy to deal with. She has given us great guidance in our financial matters and we are in a much better position because of her services."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting

Qualifications & Training

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2018

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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