Ashley Meek
(
Canberra
)
BCom(FinPlan)
Financial Planner
Morgans Canberra’s Financial Planning Team believes in a holistic approach. With your goals in mind, we guide you through long-term wealth creation, retirement planning, risk management and estate planning.
Ashley is a member of the Morgans Canberra Financial Planning Team. Ashley holds a Bachelor of Commerce from the University of Canberra and has been a member of the Morgans Canberra team since July 2023.
Investment Style
Ashley is passionate about helping clients achieve their goals and objectives. Ashley is able to assist with superannuation strategies, retirement planning, tax strategies and Centrelink entitlements.
Services and Specialties
Superannuation Advice
Self-Managed Super Funds
Wealth Management
Financial Planning
Portfolio Administration
Retirement and Estate Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce (Financial Planning)
Associations
No items found.
Competencies
Managed Investments
Generic
Financial Planning
Securities
Superannuation
I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
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