About Us

Meegan Kundu – Director

AFA FChFP

Meegan has trained for over 12 years with our firm and her 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 Affinia Financial Advisers Limited AFSL No. 237857 ABN: 13 085 335 397.

For a copy of Finance Services Guide Part 1 & Affinia Privacy Statement, please click here.

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

 

Annalisse Page – Financial Planning Administrator

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

Daniel Alomes – Shareholder

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

Daniel has trained for over 16 years with our firm and his 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 Affinia Financial Advisers Limited AFSL No. 237857 ABN: 13 085 335 397

For a copy of Finance Services Guide Part 1 & Affinia Privacy Statement, please click here.

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