Financial Adviser · ROSNY PARK, TAS

Meegan Elizabeth Kundu

12 Years experience
Tax advice
authorised
ASIC Registered · ADV 000457774

Meegan Elizabeth Kundu is a financial adviser based in Rosny Park, Tasmania, with 12 years of experience in the financial services industry. Meegan is currently authorised under Count Financial Limited. Meegan 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 Master of Financial Planning from Kaplan Higher Education. Meegan 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

Authorised to provide tax financial advice services

Qualifications and Training

2014
Diploma of Financial Planning
Kaplan Professional
2016
Graduate Diploma of Financial Planning
Kaplan Higher Education
2017
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers (AFA)
2017
Master of Financial Planning
Kaplan Higher Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
Self Managed Superannuation Funds
Super Concepts

Registration History

Mar 2024 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Mar 2019 - Mar 2024 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
May 2014 - Mar 2019 Ceased
Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register