Scott Ashman
Financial Adviser in Sippy Downs, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235321
- Location
- Sippy Downs QLD 4556
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221); Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 2 November 2015
- First provided advice
- 2006
- Qualifications
- Certificate Four in Finance & Mortgage Broking, Kaplan Professional (2011); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Margin Lending, Kaplan Professional (2011); Advanced Diploma Financial Services (Financial Planning), Kaplan Professional (2012)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Scott Ashman
On the Financial Advisers Register kept by ASIC, Scott Ashman appears as a current financial adviser in Sippy Downs, Queensland, adviser number 000235321.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The register also lists Matrix Planning Solutions Limited (licence 238256). That authorisation dates from 2 November 2015.
According to the register, Scott first provided financial advice in 2006. The qualifications listed for Scott include Certificate Four in Finance & Mortgage Broking (Kaplan Professional, 2011), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Margin Lending (Kaplan Professional, 2011). Scott 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 government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.”
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Questions people ask
Is Scott Ashman a registered financial adviser?
Yes. Scott Ashman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235321.
Which licensee does Scott Ashman work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221 and Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Scott Ashman give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF."