Financial Adviser
· FRENCHVILLE, QLD
Meri Tungate
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000298004
Meri Tungate is a financial adviser based in Frenchville, Queensland, with 20 years of experience in the financial services industry. Meri is currently authorised under Advice Assist Australia Pty Ltd. Meri holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from Macquarie University. Meri is a member of CPA Australia (CPA), National Tax and Accountants Association (NTAA), SMSF Association and Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Economics
Macquarie University
2003
CPA Program
CPA Australia Ltd
2006
SMSF Specialist Advisor Program
SMSF Association Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education