MERI TUNGATE
Financial Adviser · Rockhampton, QLD
📚 Qualifications & Training
1990 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University
2003 - CPA Program - Professional Designations - CPA Australia Ltd
2006 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
National Tax and Accountants Association (NTAA)
SMSF Association
Tax Practitioners Board
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.