Financial Adviser
· ROSNY PARK, TAS
Meegan Elizabeth Kundu
No disciplinary history on record with ASIC
ROSNY PARK,
TAS
12
Years experience
Tax advice
authorised
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 since 2014. Meegan is currently authorised under Count Financial Limited, operating through Count Financial. Meegan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Meegan's 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
AFFINIA FINANCIAL ADVISERS PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register