Authorised Representative No.: 1262859
Qualifications: FASEA Qualified, Diploma of Financial Planning (RG146), Advanced Diploma of Financial Planning
A finance professional with 10 years of industry experience, Ashley thrives in supporting everyday Australians with personalised wealth creation solutions that will improve their future financial positions. Through blending both active and passive strategies, he guides and assists his clients with tailored retirement planning, debt management, life insurance, investments, Superannuation and Estate planning advice.
Ashley has always been passionate about the financial planning industry, and building human capital through continued personal development. He is currently completing his master’s degree in Financial Planning, while mentoring Graduate Financial Planners to deliver best interest duty advice to their clients. Ashley’s dedication toward improving compliance across the Financial and Insurance Services Industry, coupled with his high work ethic and professionalism, has won him a number of awards.
Away from the office, and in-between his personal studies and coaching, Ashley enjoys spending quality time with his wife and daughter. He is also an avid fan of the EPL (English Premier League) and appreciates any opportunity to take in a round or two of golf.