Financial Adviser · SMITHTON, TAS

Ashlee Kate Kenyeres

SMITHTON, TAS
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001245376
Currently at
Sydney, NSW (firm address)

About Ashlee Kate Kenyeres

Ashlee Kate Kenyeres is a financial adviser based in Smithton, Tasmania, with 10 years of experience in the financial services industry since 2016. Ashlee is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Ashlee holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ashlee's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2015
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Commercial Law
Kaplan Higher Education Pty Limited

Registration History

Jul 2026 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives
Jan 2022 - Jun 2026 Ceased
Jul 2016 - Dec 2021 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register