Ashley Hann
Financial Adviser
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About
Ashley Hann is an ASIC-registered financial adviser dedicated to helping individuals and families in Norwood, SA, achieve their financial goals. With a strong foundation built upon a Diploma of Financial Markets from Securities Institute/Finsia (1999) and a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy (2012), Ashley combines experience with ongoing professional development, including certifications in Margin Lending (Kaplan Professional, 2012) and FCHFP (Kaplan, 2018). As an active member of the Financial Advice Association of Australia (FAAA), Ashley adheres to the highest ethical and professional standards. Ashley is authorized to provide advice on a broad range of financial products, ensuring comprehensive solutions tailored to your unique circumstances. This includes superannuation, insurance, wealth management, and retirement planning. Ashley can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to grow your retirement savings • Comprehensive insurance solutions to protect your assets and family • Strategic wealth management to build and preserve your wealth • Tailored retirement planning to ensure a comfortable future • Investment advice on Securities and Government Debt Securities 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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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Ashley Hann offer?
Ashley Hann provides advice on a comprehensive range of financial matters including superannuation, insurance, wealth management, and retirement planning, as well as investment products like securities and government debt securities. Ashley tailors advice to your specific needs and goals.
What qualifications does Ashley Hann have?
Ashley Hann holds a Diploma of Financial Markets, a Diploma of Financial Services (Financial Planning), certifications in Margin Lending and is an FCHFP. Ashley is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of Ashley Hann?
The process begins with an initial consultation to discuss your financial situation, goals, and concerns. Ashley will then develop a personalized financial plan tailored to your needs. Regular reviews and adjustments are made to ensure the plan remains aligned with your changing circumstances.
What can I expect during my first meeting with Ashley Hann?
During your first meeting, you can expect a friendly and professional discussion about your financial goals and current situation. Ashley will explain the services offered and how they can help you achieve your objectives. This is also an opportunity for you to ask any questions you may have.
How does Ashley Hann stay up-to-date with changes in the financial industry?
Ashley Hann is committed to ongoing professional development and regularly participates in industry training and seminars. As a member of the Financial Advice Association of Australia (FAAA), Ashley adheres to a strict code of ethics and stays informed about the latest regulatory changes and industry best practices.
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