Quick links img
image
Calculators & tools img
Contact us img
  • Call us on 02 6554 8287
  • Send us an email

Ashley Montesin

Ashley Montesin

Mr Ashley Montesin
Financial Planner

Financial Services Guide

Experience

I've been working in the Financial Services industry for over 12 years and began my career while in my second year at University. In 2008, I moved into Financial Planning as I wanted to provide personal advice. In 2014, my Wife and I moved to Forster to start a family. I joined Regional Financial Solutions and became a 3rd generation planner in the Family business. I've been working closely with my father in law, Bruce Pain, to develop strategies and achieve the best outcomes for our clients.

Qualifications

Bachelor of Business (Applied Finance)

Advanced Diploma of Financial Planning

Justice of the Peace (NSW)

Member of the Association of Financial Advisers

Tax Practitioners Board - Tax (Financial) Adviser

Authorised Representative of Financial Wisdom

Additional Information

I can provide you with a financial plan that is specifically designed to meet your personal situation and goals. It can include any or all of the following areas;

o Superannuation and Retirement Planning

o Wealth Protection - Life and Trauma Insurance, Total and Permanent Disability Insurance and Income Protection.

o Self-Managed Superannuation Funds

o Investing and tax-effective strategies

o Wealth Creation

o Centrelink Entitlements

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address 5/25 Manning Street Tuncurry NSW 2428
Phone 0265548287
Email ashley@rfsadvice.com.au