Financial Adviser · SYDNEY, NSW

Ashleigh Rose Eberhard

5 Years experience
Tax advice
authorised
ASIC Registered · ADV 001289509

Ashleigh Rose Eberhard is a financial adviser based in Sydney, New South Wales, with 5 years of experience in the financial services industry. Ashleigh is currently authorised under Aware Financial Services Australia Limited. Ashleigh holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Financial Planning major) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Authorised to provide tax financial advice services

Qualifications and Training

2017
LAW1101 Introduction to Law + LAW2106 Law of Business Organisations
University of Southern Queensland
2019
MLC301 Principles of Income Tax Law
Deakin University
2021
Bachelor of Commerce (Financial Planning major)
Deakin University
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Aged Care Advice Opportunities
Challenger
2023
Introduction to Self Managed Superannuation Funds
Kaplan Professional

Registration History

Mar 2025 - Present Current
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
Jul 2023 - Jun 2024 Ceased
Jul 2021 - Apr 2022 Ceased
Not authorised to provide personal advice in Margin Lending Facility, Self-Managed Superannuation Funds, Aged Care and Listed Securities (Portfolios > $300k).

Source: ASIC Financial Advisers Register