Ashley Mcauliffe
Financial Adviser
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About
Ashley Mcauliffe is an ASIC-registered financial adviser based in Bendigo, Victoria, dedicated to helping clients achieve their financial goals. With a strong educational foundation including an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) from Tribeca (both 2004), a Master of Commerce (Financial Planning) from the University of Western Sydney (2010), and a Master of Business Administration from La Trobe University (2012), Ashley brings a wealth of knowledge to his practice. Further enhancing his expertise, Ashley completed the Accredited Listed Product Adviser Program from Kaplan Professional in 2024, and is currently undertaking study in Commercial Law and Tax for Financial Advising with Kaplan Higher Education (expected 2025). Ashley is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management and retirement planning. Ashley also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment guidance Ready to take control of your financial future? Contact Ashley Mcauliffe 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 Ashley Mcauliffe offer?
Ashley Mcauliffe provides comprehensive financial advice, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Ashley Mcauliffe hold?
Ashley holds an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), a Master of Commerce (Financial Planning), a Master of Business Administration and has completed the Accredited Listed Product Adviser Program. Ashley is also currently undertaking study in Commercial Law and Tax for Financial Advising.
How does Ashley Mcauliffe approach financial planning?
Ashley takes a personalised approach, focusing on understanding your individual circumstances, goals, and risk tolerance to develop tailored financial strategies.
What can I expect during my first meeting with Ashley?
During your initial consultation, Ashley will discuss your current financial situation, future goals, and any concerns you may have. This meeting is an opportunity for you to ask questions and determine if Ashley's services are the right fit for you.
How can Ashley Mcauliffe help me with my retirement planning?
Ashley can help you develop a comprehensive retirement plan that considers your superannuation, investments, and other assets to ensure you have a comfortable and financially secure retirement.
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