Ashley Stapley
Financial Adviser in Port Macquarie, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000309388
- Location
- Port Macquarie NSW 2444
- Licensee
- Smarter Financial Planning Pty Ltd (AFSL 550129)
- Authorised since
- 7 December 2023
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute Of Technology (2006); Certified Financial Planner, Financial Advice Association Australia (FAAA) (2010)
- 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 Stapley
On the Financial Advisers Register kept by ASIC, Ashley Stapley appears as a current financial adviser in Port Macquarie, New South Wales, adviser number 000309388.
Advice is given under the Australian financial services licence of Smarter Financial Planning Pty Ltd, licence number 550129. That authorisation dates from 7 December 2023.
According to the register, Ashley first provided financial advice in 2004. The qualifications listed for Ashley include Bachelor of Business (Financial Planning) (Royal Melbourne Institute Of Technology, 2006) and Certified Financial Planner (Financial Advice Association Australia (FAAA), 2010). Ashley is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Stapley a registered financial adviser?
Yes. Ashley Stapley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309388.
Which licensee does Ashley Stapley work under?
Smarter Financial Planning Pty Ltd, Australian financial services licence 550129.
What can Ashley Stapley 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.