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
At a glance
- Adviser status Bronze
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Mancell Financial Group
Level 1, 41 Mount StBurnie, TAS 7320
Meeting methods
- In person
- Phone
- Video call
Licensed by
FYG Planners Pty Ltd
AFSL 224543