Meredith Overbury

SY Group

Gold
7 Yrs Experience
South Yarra, VIC 3141

Experienced accountant and adviser with a wealth of knowledge spanning many years living and working overseas in Accounting Firms, Investment Banking and now Financial Planning and Advice. Passionate about finding the right strategies to optimise your financial outcomes to allow you to relax and live the life you want.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Gold
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

SY Group

Level 3, 199 Toorak Rd
South Yarra, VIC 3141

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232