Ash has worked within the E&P Financial Group since 2009 and has worked within the wealth advice industry for more than 16 years. He has specialist expertise in supporting high-net-worth family groups with global asset allocation and investment management advice, tax management and transition to retirement strategies.

As an adviser, Ash thrives on building relationships with clients where he can focus on deeply understanding their financial goals to provide a tailored and holistic advisory solution to meet their needs. Utilising his broad skillset, Ash works with his clients to identify opportunities at both the investment specific and asset class level as well as tax management opportunities to help optimise their financial position.

He has completed a Bachelor of Business from RMIT University, majoring in Financial Planning and is a Certified Financial Planner and a member of the Financial Planners Association. Ash completed the FASEA Financial Adviser Exam in November 2020.

Expertise
  • Advisers
  • High-Net-Worth Investing
  • Personal Investment Advice
  • Not-For-Profit Advice