Ashlee Kenyeres profile photo

Ashlee Kenyeres

Mancell Financial Group

Bronze
8 Yrs Experience
Burnie, TAS 7320

Ashlee joined Mancell Financial Group in 2022, with more than a decade of prior experience in financial services, including paraplanning and management, and with six years as an adviser focused on superannuation, retirement planning and insurance.

Over the past decade Ashlee has become highly credentialed while building on her experience. She has attained a Diploma in Management, a Diploma of Financial Planning, a specialisation in Self Managed Superannuation Funds, and a Graduate Diploma of Financial Planning.

Ashlee aims to give her clients the confidence, through education and suitable strategies, to live the lives they desire. She believes it’s important to educate clients, particularly the younger generation, in the importance of financial planning and how it can set them up for financial success later in life. Ashlee also has a strong focus on insurance, as she’s seen its ability to protect clients from financial hardship.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

At a glance

  • Adviser status Bronze
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Mancell Financial Group

Level 1, 41 Mount St
Burnie, TAS 7320

Meeting methods

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

Licensed by

FYG Planners Pty Ltd

AFSL 224543