Ashley Sim

Ashley Sim has been with Morgans since 2016, with over nine years of experience in financial planning and wealth management. Ashley focuses on delivering clear, personalised advice to help clients achieve their financial goals and navigate the complexity of today’s financial landscape. He holds a Master of Financial Planning and manages the Mackay office, where he works closely with clients and supports the team’s ongoing success.

Investment Style

Ashley understands the need to build client's assets through gaining a deep insight into their unique circumstances. Ashley leverages the wealth of resources in the Morgans network to provide comprehensive financial advice and develop tailored investment portfolios.

Services and Specialties

Financial Planning

Personal Insurance

Retirement and Estate Planning

Self-Managed Super Funds

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Ashley Sim's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Master of Financial Planning

Bachelor of Business (International)

Bachelor of Information Technology

Ethics and Professionalism in Financial Advice

Graduate Diploma of Financial Planning

Associations

No items found.

Competencies

Financial Planning

Generic

Life Insurance

Managed Investments

Margin Lending

Securities

Superannuation

I am a partner of Astute Investment Advice Pty Ltd which operates the business of Morgans Financial Limited - Mackay. My employer remunerates me by way of percentage of fees. As a shareholder of Astute Investment Advice Pty Ltd, I may be entitled to a share of profits. As a Partner of Astute Investment Advice Pty Ltd, I will be entitled to a share of profits.