Simon Ashman
Financial Adviser
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About
Simon Ashman is an ASIC-registered financial adviser based in Hobart, Tasmania, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Simon holds a Bachelor of Economics from the University of Tasmania and has completed a Diploma and Advanced Diploma of Financial Services (Financial Planning) through Kaplan Higher Education, demonstrating a strong educational foundation. Simon also holds a Certificate IV in Financial Services (Finance/Mortgage Broking) and has completed specialized training in Margin Lending, Geared Investments, and Self-Managed Superannuation Funds (SMSFs). Furthering his commitment to excellence, Simon became a Certified Financial Planner with the Financial Planning Association of Australia (FPA) in 2012. Authorised to provide advice on a broad range of financial products, Simon can assist with superannuation, insurance, wealth management, and retirement planning. His authorisations also extend to investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Simon today to schedule a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Simon Ashman provide?
Simon Ashman is authorised to provide advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What qualifications does Simon Ashman have?
Simon Ashman holds a Bachelor of Economics, a Diploma and Advanced Diploma of Financial Services (Financial Planning), a Certificate IV in Financial Services (Finance/Mortgage Broking), and is a Certified Financial Planner with the Financial Planning Association of Australia (FPA).
What is the process for working with Simon Ashman?
The process typically begins with an initial consultation to understand your financial goals and current situation. Simon will then develop a personalised financial plan tailored to your specific needs. He will then implement and regularly review the plan with you.
How can financial advice help me achieve my goals?
Financial advice can help you clarify your financial goals, develop a roadmap to achieve them, and provide ongoing support and guidance to stay on track. This can include strategies for saving, investing, managing debt, and protecting your assets.
What should I expect during my first meeting with Simon Ashman?
During your first meeting, Simon will take the time to understand your financial situation, goals, and risk tolerance. He will explain his services and how he can help you achieve your objectives. You will have the opportunity to ask questions and determine if Simon is the right fit for your needs.
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