Financial Adviser · SALE, VIC

Ashley Ross

2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001305255

Ashley Ross is a financial adviser based in Sale, Victoria, with 2 years of experience in the financial services industry. Ashley is currently authorised under Consultum Financial Advisers Pty Ltd. 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 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: Advice on superannuation excludes self-managed superannuation funds

Authorised to provide tax financial advice services

Qualifications and Training

2019
Bachelor of Commence (Economics and Finance)
Federation University Australia
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Aug 2023 - Present Current
Advice on superannuation excludes self-managed superannuation funds

Source: ASIC Financial Advisers Register