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All you need to know about Ashleigh

I have been in the financial planning industry since 2018 and joined the Evalesco team in 2021. I studied a Bachelor of Commerce (Financial Planning) and Bachelor of Arts (History) double degree at the University of Wollongong.

I was drawn to financial planning because I want to help people. I’ve always helped my family with their finances and seen first-hand the impact a good financial plan can have in our clients lives. I’m also passionate about the ethical investment space and the opportunities we can take to invest in line with our values and help build a better world for ourselves and the next generation.  

I call both the Sutherland Shire and Wollongong home. I love the outdoors and summer weather. Rock climbing is my passion. You’ll often find me on camping trips with friends climbing, surfing, and hiking or at one of Sydney’s indoor rock climbing gyms. I’m also an avid reader and fantasy is my go-to genre.

Your favourite book and podcast? 

Book – Cat’s Cradle by Kurt Vonnegut

Podcast – Stuff You Should Know

What does healthy, wealthy and happy mean to you? 

To me, Healthy, Wealthy and Happy means being able to live the life I want: being mentally and physically well, financially in a comfortable position to have options and able to make investment decisions for my future, and happiness doing the things I love, with the people I love.

What are the values that drive you? 

Empathy and honesty

Qualifications 

  • Bachelor of Commerce, Financial Planning 

Memberships and associations

  • Financial Planning Association of Australia (FPA) 
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