Ashley Hunter

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BBus(Financial Planning)

Authorised Representative: 001265463

Private Client Adviser

"It’s very important for me to really get to know my clients and to truly understand them and their goals. By doing that I can feel confident of achieving the very best long term financial planning outcomes for the people I serve."

Ashley joined the Morgans Merimbula office in 2013 and since then has completed a Bachelor of Business degree, majoring in Financial Planning, qualifying to be an Authorised Representative in 2018. In addition to all aspects of financial planning, Ashley also specialises in estate services, liaising with executors and their legal representatives about the settlement of assets and beneficiary transfers.

Services and specialities

  • Financial Planning
  • Portfolio Administration
  • Retirement and Estate Planning
  • Stockbroking
  • Superannuation Advice

Investment Style

Ashley's investment advice style emphasises the development of strong, long-term relationships with her clients. Ashley strives to provide comprehensive holistic advice to clients in all areas of financial planning. Ashley believes in personalised and customised service suited to the individual needs of her clients. It’s very important to her that she helps her clients to clearly understand their financial goals and objectives as a key first step in developing a tailored financial pathway.

Industry Education & Experience

Qualifications
  • Bachelor of Business, RMIT, 2018
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Baydell Pty Ltd which operates the business of Morgans Financial Limited - Merimbula. My employer remunerates me as your adviser by way of salary and percentage of fees. As a shareholder of Baydell Pty Ltd, I may be entitled to a share of profits.