Financial Adviser · PORT MACQUARIE, NSW

Ashley Stapley

PORT MACQUARIE, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000309388

Currently at

Smarter Financial

Port Macquarie, NSW (firm address)

View firm profile

Ashley Stapley is a financial adviser based in Port Macquarie, New South Wales, with 22 years of experience in the financial services industry since 2004. Ashley is currently authorised under Smarter Financial Planning, operating through Smarter Financial. Ashley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ashley's qualifications include a CERTIFIED FINANCIAL PLANNER from Financial Advice Association Australia (FAAA). Ashley is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Business (Financial Planning)

Royal Melbourne Institute Of Technology

2010

CERTIFIED FINANCIAL PLANNER

Financial Advice Association Australia (FAAA)

Registration History

Smarter Financial Planning Pty Ltd

Dec 2023 - Present Current

Loyalty Financial Services Pty Ltd

Oct 2021 - Dec 2023 Ceased

Nsw Complete Financial Services Group Pty Ltd

Jul 2019 - Oct 2021 Ceased

Charter Financial Planning Limited

Sep 2015 - Jul 2019 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Westpac Banking Corporation

Feb 2004 - Aug 2015 Ceased

Source: ASIC Financial Advisers Register