Ashley James Sim
Financial Adviser in Mackay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001248362
- Location
- Mackay QLD 4740
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 3 October 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Business (International), QUT (2016); Advanced Diploma of Financial Planning, Monarch Institute (2018); Ethics and Professionalism in Financial Advice, Kaplan (2019); Graduate Diploma of Financial Planning, Kaplan (2022); Master of Financial Planning, Kaplan (2024)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Ashley James Sim
Ashley James Sim is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mackay, Queensland (adviser number 001248362).
Ashley provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. The current authorisation started on 3 October 2016.
According to the register, Ashley first provided financial advice in 2016. The qualifications listed for Ashley include Bachelor of Business (International) (QUT, 2016), Advanced Diploma of Financial Planning (Monarch Institute, 2018) and Ethics and Professionalism in Financial Advice (Kaplan, 2019).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ashley James Sim a registered financial adviser?
Yes. Ashley James Sim is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001248362.
Which licensee does Ashley James Sim work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Ashley James Sim 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; standard margin lending; managed discretionary account services.