Meredith Jane Overbury
Financial Adviser in South Yarra, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001259444
- Location
- South Yarra VIC 3141
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 8 July 2024
- First provided advice
- 2017
- Qualifications
- Bachelor of Business, Monash University (1996); Professional Year Programme, The Institute of Chartered Accountants in Australia (1999); Graduate Diploma of Financial Planning, Kaplan Higher Education (2015); Accredited Listed Product Adviser Program, Kaplan Professional (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Introduction to SMSFs, Accurium Education (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Meredith Jane Overbury
Meredith Jane Overbury is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Yarra, Victoria (adviser number 001259444).
Meredith provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. That authorisation dates from 8 July 2024.
According to the register, Meredith first provided financial advice in 2017. The qualifications listed for Meredith include Bachelor of Business (Monash University, 1996), Professional Year Programme (The Institute of Chartered Accountants in Australia, 1999) and Graduate Diploma of Financial Planning (Kaplan Higher Education, 2015). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Meredith Jane Overbury a registered financial adviser?
Yes. Meredith Jane Overbury is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001259444.
Which licensee does Meredith Jane Overbury work under?
Count Financial Limited, Australian financial services licence 227232.
What can Meredith Jane Overbury give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.