Financial Adviser · SINGLETON, NSW

Tara Maree Hungerford

SINGLETON, NSW

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001253349

Currently at

Altitude Wealth Strategies

Sydney, NSW (firm address)

View firm profile

Tara Maree Hungerford is a financial adviser based in Singleton, New South Wales, with 9 years of experience in the financial services industry since 2017. Tara is currently authorised under GPS Wealth, operating through Altitude Wealth Strategies. Tara holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tara's qualifications include a Bachelor of Commerce from University of Newcastle. Tara is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board (TPB).

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

2000

Bachelor of Commerce

University of Newcastle

2016

Advanced Diploma of Financial Planning

Mentor Education

2016

Diploma of Financial Planning

Mentor Education

2017

Self-Managed Superannuation Fund Adviser (Personal Advice)

Mentor Education

2018

ASIC Market Integrity Rules & ASX Clear Operating Rules Responsible Executive Examination

Stockbrokers and Financial Advisers Association Limited

2020

GSBS6516 Ethics in Financial Services

Ethics - University of Newcastle

2020

Margin Lending Adviser (Personal Advice)

Mentor Educatoin

Registration History

GPS Wealth Ltd

May 2021 - Present Current

Bridges Financial Services Pty Limited

Mar 2017 - May 2021 Ceased

Superannuation - All excludes Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register