Ashley Sim
Financial Adviser
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About
Ashley Sim is an ASIC-registered financial adviser based in Mackay, Queensland, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. Ashley holds a Bachelor of Business (International) from QUT (2016), an Advanced Diploma of Financial Planning from Monarch Institute (2018), completed Ethics and Professionalism in Financial Advice through Kaplan (2019), a Graduate Diploma of Financial Planning from Kaplan (2022) and a Master of Financial Planning from Kaplan (2024). As an authorized financial adviser, Ashley is qualified to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. Ashley is committed to staying up-to-date with the latest industry developments to provide clients with the most effective strategies. Ashley’s approach focuses on building strong, long-term relationships with clients based on trust and understanding. Whether you are planning for retirement, seeking to grow your wealth, or protecting your assets, Ashley can help you navigate the complexities of the financial landscape. • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance • Retirement planning Ready to take control of your financial future? Contact Ashley today to schedule a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Ashley Sim offer?
Ashley Sim provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. This includes retirement planning, investment strategies, and risk management.
What qualifications does Ashley Sim have?
Ashley holds a Bachelor of Business (International) from QUT, an Advanced Diploma of Financial Planning from Monarch Institute, completed Ethics and Professionalism in Financial Advice through Kaplan, a Graduate Diploma of Financial Planning from Kaplan, and a Master of Financial Planning from Kaplan.
What can I expect during my first consultation with Ashley?
During your first consultation, Ashley will take the time to understand your financial situation, goals, and risk tolerance. They will then provide you with a clear explanation of how they can help you achieve your objectives.
How does Ashley Sim develop a financial plan?
Ashley develops personalized financial plans based on a thorough assessment of your individual circumstances. This includes analyzing your current financial situation, identifying your goals, and creating a strategy to help you achieve them.
What is the cost of Ashley's financial advice services?
The cost of Ashley’s services will vary depending on the complexity of your financial needs and the scope of the advice provided. All fees will be discussed and agreed upon upfront.
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