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