Financial Adviser
· MACKAY, QLD
Ashley James Sim
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001248362
Ashley James Sim is a financial adviser based in Mackay, Queensland, with 10 years of experience in the financial services industry. Ashley is currently authorised under Morgans Financial Limited. Ashley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan.
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
2016
Bachelor of Business (International)
QUT
2018
Advanced Diploma of Financial Planning
Monarch Institute
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan
2024
Master of Financial Planning
Kaplan