Financial Adviser
· SOUTH YARRA, VIC
Meredith Jane Overbury
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259444
Meredith Jane Overbury is a financial adviser based in South Yarra, Victoria, with 9 years of experience in the financial services industry. Meredith is currently authorised under Count Financial Limited. Meredith 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 Business from Monash University. Meredith is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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
1996
Bachelor of Business
Monash University
1999
Professional Year Programme
The Institute of Chartered Accountants in Australia
2015
Graduate Diploma of Financial Planning
Kaplan Higher Education
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Introduction to SMSFs
Accurium Education