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Ashley Sim
GradDipFinPlan BBus BInfoTech
Financial Planner
I focus on assisting my clients to achieve their goal of building and preserving wealth to enable them to live the lifestyle they desire. I achieve this by providing clear, quality financial and investment advice.
Prior to starting at Morgans in 2016, Ashley completed a Bachelor of IT, Bachelor of Business, and a Diploma in Financial Planning. Ashley's knowledge grew by having the opportunity to gain exposure to financial markets and develop financial planning strategies whilst completing his studies. He now uses his skills to assist clients with their financial planning and investment needs.
Investment Style
Ashley understands the need to build client's assets through gaining a deep insight into their unique circumstances. Ashley leverages the wealth of resources in the Morgans network to provide comprehensive financial advice and develop tailored investment portfolios.
Services and Specialties
Wealth Management
Superannuation Advice
Financial Planning
Personal Insurance
Retirement and Estate Planning
Self-Managed Super Funds
Qualifications and Professional Affiliations
Diploma of Financial Planning
Bachelor of Business (International)
Advanced Diploma of Financial Planning
Graduate Diploma of Financial Planning
Ethics and Professionalism in Financial Advice
Bachelor of Information Technology
Master of Financial Planning
Associations
No items found.
Competencies
Financial Planning
Managed Investments
Generic
Superannuation
Securities
Life Insurance
Margin Lending
I am a partner of Astute Investment Advice Pty Ltd which operates the business of Morgans Financial Limited - Mackay. My employer remunerates me by way of percentage of fees. As a shareholder of Astute Investment Advice Pty Ltd, I may be entitled to a share of profits. As a Partner of Astute Investment Advice Pty Ltd, I will be entitled to a share of profits.
