About Us

Daniel Alomes – Financial Planner & Director

B.Com (Acc) CPA FPS, Adv Dip. (FP)

Daniel’s qualifications include:

  • CPA
  • Bachelor of Commerce in Accounting
  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning
  • Registered Tax Agent
  • SMSF Specialist

Daniel currently provides Taxation, Accounting advice, preparation of Taxation Returns and Financial Planning services to his existing clients.

Daniel Alomes is appointed by Alomes Wealth Services Pty Ltd ABN 82 159 857 333 as an Authorised Representative No. 461499 of Count Financial Limited AFSL No. 227232 ABN: 111 26 990 832

For a copy of Finance Services Guide Part 1 & 2, please click here.

Meegan Kundu – Financial Planner

AFA FChFP

Meegan’s qualifications include:

  • AFA FChFP
  • Masters in Financial Planning
  • Graduate Diploma in Financial Planning
  • Diploma in Financial Planning

Meegan is able to assist you with your Financial Planning needs and currently provides Strategy Planning, Superannuation, Retirement Planning, Securities and Managed Investments needs.

Meegan Kundu is appointed by Alomes Wealth Services Pty Ltd ABN 82 159 857 333 as an Authorised Representative No. 457774 of Count Financial Limited AFSL No. 227232 ABN: 111 26 990 832

For a copy of Finance Services Guide Part 1 & 2, please click here.

 

Annalisse Page – Financial Planning Administrator

Annalisse works with the Financial Planners in the office, providing valuable administrative support.