Ashley Davidson personal email
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I'm a down to earth and professional Financial Adviser licensed through Synchron and based in Melbourne's East. I will provide comprehensive yet simple advice on any aspect of Personal Insurance, including Life Insurance, TPD Insurance, Trauma Insurance and Income Protection. Whether you need to get in place some new cover or review the policies you have, I will help you work out both what you need and what you really want in preserving your lifestyle and your greatest assets!Current focuses:Structuring Insurance linked through SuperNavigating the complexities of Income ProtectionInsurance affordability/justification options for older clients Business partner InsuranceKey Person InsuranceExpertise areas: Risk/Personal InsuranceLife InsuranceTotal And Permanent DisabilityTrauma InsuranceIncome ProtectionInsurance for EngineersInsurance for TradespeopleFinancial PlanningSuperannuation adviceInvestment advice
Parc Wealth Management
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Risk AdviserParc Wealth Management Feb 2022 - PresentMelbourne, Victoria, Australia
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Director/AdviserEastside Insurance Advice Nov 2016 - PresentProviding personal insurance to protect your current and future lifestyle. Protect yours and your family's way of life and set them up for the future should the unthinkable happen. Advice on the best structure to optimise the tax benefits and obligations and minimise cashflow issues. This will involve looking at Super funding and the benefits and considerations of this. Advice on super funds and whether you are set up properly for your risk levels and the cost. Access to experienced general insurance advice, mortgage lending advice and high quality estate planning advice.Look forward to coming and seeing you to have a chat about how Eastside can help you.
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Insurance AdviserFca Financial / Fca Engineers Nov 2009 - Nov 2016FCA Financial specialise in Risk Insurance including Life, TPD, Trauma and Income Protection.We also provide quality advice for Superannuation and Investment. -
Client AdvisorTgs Wealth Jul 2008 - Sep 2009Hawthorn East
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Relationship ManagerNab Margin Lending Jul 2002 - Aug 2008Managed Key Adviser Groups for NAB ML
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Account ManagerAnz 2000 - 2002
Ashley Davidson Skills
Ashley Davidson Education Details
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Chemistry -
Carlyle InstituteFinancial Planning And Services -
Securities Institute Of AustApplied Finance And Investment
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Vermont High SchoolVce
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Eastmont Primary School
Frequently Asked Questions about Ashley Davidson
What company does Ashley Davidson work for?
Ashley Davidson works for Parc Wealth Management
What is Ashley Davidson's role at the current company?
Ashley Davidson's current role is Risk Adviser.
What is Ashley Davidson's email address?
Ashley Davidson's email address is as****@****hoo.com
What schools did Ashley Davidson attend?
Ashley Davidson attended Swinburne University Of Technology, Carlyle Institute, Securities Institute Of Aust, Vermont High School, Eastmont Primary School.
What are some of Ashley Davidson's interests?
Ashley Davidson has interest in Nba, Basketball, Cricket, Cycling, Music, Lacrosse, Golf.
What skills is Ashley Davidson known for?
Ashley Davidson has skills like Strategic Financial Planning, Insurance, Life Insurance, Income Protection, Trauma Insurance, Tpd, Key Person Insurance, Buy Sell Insurance, Business Insurance, Business Expense Insurance, Superannuation, Financial Planning.
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Ashley Davidson
Greater Melbourne Area1pitcher.com.au2 +614133XXXXX
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1abs.gov.au -
Ashley Davidson
Using Circular Economy Principles To Deliver Sustainability In The Agri-SectorCapalaba, Qld1woodshield.com.au -
3breitideas.ws, rogers.blackberry.net, homedepot.com
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