Meri Tungate
Financial Adviser in Frenchville, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000298004
- Location
- Frenchville QLD 4701
- Licensee
- Advice Assist Australia Pty Ltd (AFSL 496692)
- Authorised since
- 7 July 2025
- First provided advice
- 2006
- Qualifications
- Bachelor of Economics, Macquarie University (1990); CPA Program, CPA Australia Ltd (2003); SMSF Specialist Advisor Program, SMSF Association Ltd (2006); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- CPA Australia (CPA); National Tax and Accountants Association (NTAA); SMSF Association; Tax Practitioners Board
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Meri Tungate
Meri Tungate is a financial adviser in Frenchville, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000298004.
The licensee Meri advises under is Advice Assist Australia Pty Ltd (AFS licence 496692). The current authorisation started on 7 July 2025.
According to the register, Meri first provided financial advice in 2006. Qualifications and training on file include Bachelor of Economics (Macquarie University, 1990), CPA Program (CPA Australia Ltd, 2003) and SMSF Specialist Advisor Program (SMSF Association Ltd, 2006). Meri is recorded as a member of CPA Australia (CPA), National Tax and Accountants Association (NTAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Meri Tungate a registered financial adviser?
Yes. Meri Tungate is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298004.
Which licensee does Meri Tungate work under?
Advice Assist Australia Pty Ltd, Australian financial services licence 496692.
What can Meri Tungate give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.