Financial Adviser
· EAST BRISBANE, QLD
Ashley John Walz
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003541
Ashley John Walz is a financial adviser based in East Brisbane, Queensland, with 12 years of experience in the financial services industry since 2014. Ashley is currently authorised under Havana Financial Services, operating through Antea Fs. Ashley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ashley's qualifications include a Bachelor of Business (Banking and Finance) from Queensland University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Business (Banking and Finance)
Queensland University of Technology
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
Intellitrain Pty Ltd
2013
Diploma of Financial Planning
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register