Siobhan Tara Ashby
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001262560
- Location
- Melbourne VIC 3000
- Licensee
- First Samuel Limited (AFSL 225405)
- Authorised since
- 12 May 2025
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Finance, Financial Planning & Marketing), Deakin University (2016); Advanced Diploma of Financial Planning, Monarch Institute (2017); Diploma of Financial Planning, Monarch Institute (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); SMSF Regulations and Taxation, Kaplan (2022)
- 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 Siobhan Tara Ashby
Siobhan Tara Ashby is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001262560).
Advice is given under the Australian financial services licence of First Samuel Limited, licence number 225405. That authorisation dates from 12 May 2025.
The register records 2018 as the year Siobhan first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Finance, Financial Planning & Marketing) (Deakin University, 2016), Advanced Diploma of Financial Planning (Monarch Institute, 2017) and Diploma of Financial Planning (Monarch Institute, 2017).
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 Siobhan Tara Ashby a registered financial adviser?
Yes. Siobhan Tara Ashby is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001262560.
Which licensee does Siobhan Tara Ashby work under?
First Samuel Limited, Australian financial services licence 225405.
What can Siobhan Tara Ashby 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.