Ashley Montesin
Financial Adviser in Tuncurry, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000410254
- Location
- Tuncurry NSW 2428
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 18 October 2019
- First provided advice
- 2011
- Qualifications
- Bachelor of Business (Applied Finance), University of Western Sydney (2008); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Margin Lending and Geared Investments, Kaplan Professional (2011); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Ashley Montesin
On the Financial Advisers Register kept by ASIC, Ashley Montesin appears as a current financial adviser in Tuncurry, New South Wales, adviser number 000410254.
Advice is given under the Australian financial services licence of Advice Evolution Pty Ltd, licence number 342880. That authorisation dates from 18 October 2019.
According to the register, Ashley first provided financial advice in 2011. Qualifications and training on file include Bachelor of Business (Applied Finance) (University of Western Sydney, 2008), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Ashley is authorised to advise 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 Montesin a registered financial adviser?
Yes. Ashley Montesin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000410254.
Which licensee does Ashley Montesin work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Ashley Montesin 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; standard margin lending.