Ashleigh is CEO, a director of the firm and has the responsibility for mbt Financial Advisers and mbt Finance Solutions. Ashleigh has in excess of 8 years experience in advising the personal and business clients of mbt. His expertise includes superannuation, retirement planning, personal investments and insurance.
Examples of work undertaken by Ashleigh include:
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Advising on personal superannuation funds, contributions and rollovers.
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Advising personal clients on retirement strategies and pension income streams
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Advising on personal investments, including managed funds and direct share portfolios
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Advising on personal insurances including, life insurances and income protection insurance
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Management of invested financial assets and cash flows
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Advising on structuring of home and investment loans
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Advising on lease finance
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Advising employers on superannuation solutions for employees
Ashleigh has presented many seminars covering a variety of topics. Recently he spoke at the Count Wealth Accountants annual conference on technology solutions.
Ashleigh holds the following memberships:
Fellow of the Financial Services Institute of Australasia (Finsia)
Affiliate of the Institute of Chartered Accountants Australia (ICAA)