Ajey Malik

Simplify Financial Planning

Bronze
11 Yrs Experience
Coogee, WA 6166

Hi, I’m Ajey. As a financial planner with over 16 years of experience, I’m passionate about helping clients achieve their most important lifestyle and financial goals—it’s truly rewarding work.

From building wealth to navigating life’s major transitions, I combine technical expertise with a deep understanding of financial markets and risk management to deliver clear, practical solutions.

Driven by a commitment to personal service, I launched Simplify Financial Planning to offer the tailored, client-focused approach that larger firms often can’t. As a privately-owned company, we have no ties to external organisations or product providers, ensuring that the advice we deliver is always in your best interests.

I’m dedicated to stripping away the complexity of financial planning, making it transparent, accessible, and easy to understand—Simplifying Financial Planning so you can feel confident navigating your financial journey.

Outside of work, I’m a proud father, cricket enthusiast and advocate for family time. Whether watching my kids thrive in sports like cricket, soccer, jiu-jitsu, and gymnastics or excel in academics, or planning adventures with family and friends, I embrace a life as fulfilling as the futures I help my clients build.

Let’s connect and explore how we can build a stronger financial future together.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees will vary dependent on scope and complexity of advice.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Master of Commerce (Finance)
  • Languages spoken
    • English
    • Hindi

Simplify Financial Planning

31 Fairbairn Rd
Coogee, WA 6166

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Simplify Licensing Pty Ltd

AFSL 547160