Kelly Ashley

Financial Advisor at Compass Financial Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
Caloundra West, Queensland, Australia, AU
Languages
  • English -

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Bio

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Credentials

  • Fellow Chartered Financial Practioner
    Association of Financial Advisers (AFA)
    Oct, 2018
    - Oct, 2024

Experience

  • Compass Financial Solutions
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jan 2019 - Present

    • Financial Adviser
      • Dec 2018 - Present

      After working with Compass for 6 months I became an authorised adviser in December 2018. I am looking forward to working with new clients and specialising in Aged Care.

    • Client support
      • Jun 2018 - Jan 2019

  • Entire Financial Solutions
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Feb 2018 - Apr 2018
  • Hillross Financial Services
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • Aug 2011 - Oct 2017

      I was an authorised representative of Hillross for 6 years after joining the group as part of the IRIS Financial Group acquisition. I was the Practice Principal and Adviser until selling my business in September 2017 to make the move to QLD. I was an authorised representative of Hillross for 6 years after joining the group as part of the IRIS Financial Group acquisition. I was the Practice Principal and Adviser until selling my business in September 2017 to make the move to QLD.

  • IRIS Financial Group
    • United States
    • Accounting
    • 1 - 100 Employee
    • Financial Adviser
      • Apr 2005 - Aug 2011

Education

  • Kaplan Professional
    Fellow Chartered Financial Practioner, Financial Planning and Services
    2015 - 2017
  • Deakin University
    Diploma, Financial Planning and Services
    1999 - 2004
  • Bairnsdale Secondary College
    1988 - 1994

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