Financial Adviser
· PERTH, WA
Alia Marie Ashe
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263461
Alia Marie Ashe is a financial adviser based in Perth, Western Australia, with 8 years of experience in the financial services industry. Alia is currently authorised under Picture Wealth Advisory Pty Ltd. Alia 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
Restrictions: Not Authorised for Standard Margin Lending facility.
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Australis College
2018
Bachelor of Business (Accounting)
Swinburne University
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2023
SMSF Regulations and Taxation
Kaplan
2024
Master of Financial Planning
Kaplan
Registration History
Not Authorised for Standard Margin Lending facility.
LONSDALE FINANCIAL GROUP PTY LTD
Not authorised to provide advice on SMSF's
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