Financial Adviser
· WEST LEEDERVILLE, WA
Ashleigh Marks
No disciplinary history on record with ASIC
WEST LEEDERVILLE,
WA
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001317980
Ashleigh Marks is a financial adviser based in West Leederville, Western Australia. Ashleigh is currently authorised under Strategic Finance Partners, operating through Everest Private Wealth. Ashleigh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ashleigh's qualifications include a Master of Financial Planning from Western Sydney University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: No Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2019
Diploma of Financial Planning
Monarch Institute
2021
Master of Financial Planning
Western Sydney University