Ashleigh Swayn
Financial Adviser in Sydney, New South Wales, Australia
Review Ashleigh Swayn
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000468987
- Location
- Sydney NSW 2000
- Licensee
- Absolutely Financial Services Pty Ltd (AFSL 529124)
- Authorised since
- 10 February 2022
- First provided advice
- 1999
- Qualifications
- Bachelor of Economics, Macquarie University (1997); Graduate Diploma of Financial Planning, Securities Institute of Australia (2003); Margin Lending and Geared Inv., Kaplan (2010); Master of Business Administration, Macquarie University (2018); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Ashleigh Swayn
Ashleigh Swayn is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000468987).
Ashleigh provides advice as an authorised representative of Absolutely Financial Services Pty Ltd, which holds Australian financial services licence 529124. That authorisation dates from 10 February 2022.
According to the register, Ashleigh first provided financial advice in 1999. The qualifications listed for Ashleigh include Bachelor of Economics (Macquarie University, 1997), Graduate Diploma of Financial Planning (Securities Institute of Australia, 2003) and Margin Lending and Geared Inv. (Kaplan, 2010).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Ashleigh Swayn here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Ashleigh Swayn a registered financial adviser?
Yes. Ashleigh Swayn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000468987.
Which licensee does Ashleigh Swayn work under?
Absolutely Financial Services Pty Ltd, Australian financial services licence 529124.
What can Ashleigh Swayn give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.