Meri Tungate – Financial Adviser
Adviser identifying number: 298004
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: ASTUTE ADVISORY SERVICES PTY LTD
Licence number: 337806
Licensee’s ABN: 23136533474
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASTUTE ADVISORY SERVICES PTY LTD
Authorised Representative identifying number: 337806
Authorised Representative’s ABN: 23136533474
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Economics – Macquarie University
- Certificate of Public Practice – CPA Australia
- Certified Practising Accountant – CPA Australia
- Financial Planning Specialist – CPA Australia
- SMSF Specialist Advisor – SPAA
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- SMSF Association
- Tax Practitioners Board
Meri Tungate is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation