Meredith Jane Overbury
COUNT FINANCIAL LIMITED · South Yarra VIC 3141 · Advising since 2017
- Register · ASICRegisteredAs at 10 Sep 2026
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001259444
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- COUNT FINANCIAL LIMITED · AFSL 227232Since 8 July 2024
- Principal business address
- South Yarra VIC 3141
- First year providing advice
- 2017
- Can provide tax (financial) advice
- Yes
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2024 – presentCOUNT FINANCIAL LIMITED · AFSL 227232
- CEASEDOct 2017 – Nov 2018MTIS PRIVATE WEALTH PTY LTD · AFSL 473383
- CEASEDOct 2015 – Sep 2017WHITTLE & SKOK FINANCIAL SERVICES PTY. LTD. · AFSL 232591
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Introduction to SMSFs
Accurium Education · 2025 · Other
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2020 · Bridging Course - Ethics
Accredited Listed Product Adviser Program
Kaplan Professional · 2018 · Other
Graduate Diploma of Financial Planning
Kaplan Higher Education · 2015 · Graduate Diploma (AQF 8)
Professional Year Programme
The Institute of Chartered Accountants in Australia · 1999 · Other
Bachelor of Business
Monash University · 1996 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Meredith Jane Overbury claims the profile.
Reviews
Not yet reviewed
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Contacting Meredith Jane Overbury
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
COUNT FINANCIAL LIMITED · AFSL 227232
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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