Ashley Fernandes
Client Services Officer
Bachelor of Accounting major in Taxation and Financial Planning
Get in touch
02 8355 6170
Email
How I help
The sooner you start making good money decisions the better long-term effect this will have. If you are going to work for a long period of your life to make money, you might as well learn how to use your money to get what you want in life.
I enjoy learning new things, being part of such a supportive and encouraging team, and seeing how we can make a difference in people’s lives.
Do not save what is left after spending, but spend what is left after saving
Warren Buffett
I really relate to this quote and live by it in my daily life. I understand the importance in saving and the impact saving from an early age can have on my future. I feel it is important to not overspend so I can become financially stable and independent in the long term. By saving first and only spending what is left, it creates a level of financial discipline that is hard to achieve for many.
How does the role you play help clients
My clients feel understood and respected. Satisfied I’m there for them to assist with queries, concerns, and paperwork. I would like to think they feel I’m approachable so if they ever have any questions or concerns, they feel comfortable to reach out to me. I want everyone to have a positive experience.
Ashley Fernandes
What I do day-to-day
I support financial advisers and clients implement their advice strategies.
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Budgeting Sessions with clients
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Creating Budgets
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Assisting clients to lower expenses
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Implementing advice recommendations
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Records of Advice
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Review Statement of Advice
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Compliance Documents (e.g. Fact Find)
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Contacting superannuation funds
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Review meeting preparation
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Application Forms (investment, superannuation/pension & Centrelink)
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Annature (digital signatures & ID)