All you need to know about
Ashley

In my role as Senior Paraplanner I work closely with our Insurance team on formulating advice documents and strategies to help out clients who primarily seek advice on risk management and protection.

What Healthy, Wealthy and Happy means to you?

Healthy, Wealthy & Happy means being able to live comfortably and having your own time and financial freedom to enjoy life at your own leisure.

What are the values that drive you?

I believe that eagerness and the willingness to learn new things are the values that drive me to do my best to perform any given work or task assigned.

Qualifications

• Bachelor of Science in Management Accountancy
• Diploma of Financial Planning