Ashley Sim
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Ashley Sim Email & Phone Number

Financial Planner at Morgans Financial Limited
Location: Mackay, Queensland, Australia 2 work roles 5 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 100%

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Current company
Role
Financial Planner
Location
Mackay, Queensland, Australia
Company size

Who is Ashley Sim? Overview

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Quick answer

Ashley Sim is listed as Financial Planner at Morgans Financial Limited, a with 744 employees, based in Mackay, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Ashley Sim.

Ashley Sim previously worked as International Business Intern at Export Council Of Australia. Ashley Sim holds Graduate Diploma In Financial Planning from Kaplan Professional.

Company email context

Email format at Morgans Financial Limited

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Morgans Financial Limited

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Profile bio

About Ashley Sim

Prior to starting at Morgans, Ashley completed a Bachelor of IT, Bachelor of Business and a Diploma in Financial Planning. Ashley's knowledge grew by having the opportunity to gain exposure to financial markets and develop financial planning strategies whilst completing his studies. He now uses his skills to assist clients' with their financial planning and investment needs.

Listed skills include Strategy, Market Research, International Business, Strategic Financial Planning, and 8 others.

Current workplace

Ashley Sim's current company

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Morgans Financial Limited
Morgans Financial Limited
Financial Planner
australia
Website
Employees
744
AeroLeads page
2 roles

Ashley Sim work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current

Mackay, Australia

My role at Morgans involves assisting clients with various aspects of their Financial life. I focus on assisting my clients to achieve their goal of building and preserving wealth to enable them to live the lifestyle they desire. I achieve this by providing clear, quality financial and investment advice

Aug 2016 - Present

International Business Intern

Brisbane Cbd

My Internship involved working on the 2015 Premier of Queensland's Export Awards, an initiative by Export Council of Australia (ECA) and Trade & Investment Queensland (TIQ). In this role, I was part of the Application Assistance team involved in enabling Queensland exporters showcase their excellence in international marketing, business strategy, risk strategy and financial management. My Role Included; Undertaking extensive company and market research, Meeting and interviewing executives and… Show more My Internship involved working on the 2015 Premier of Queensland's Export Awards, an initiative by Export Council of Australia (ECA) and Trade & Investment Queensland (TIQ). In this role, I was part of the Application Assistance team involved in enabling Queensland exporters showcase their excellence in international marketing, business strategy, risk strategy and financial management. My Role Included; Undertaking extensive company and market research, Meeting and interviewing executives and managers of Queensland export businesses and understanding a range of business, Gaining insights into the operations and strategies of successful Queensland exporters and Drafting applications on their behalf that communicate their business excellence and successes. Once of the companies I worked with, Packer Leather took out the top spot in the 2015 Export Awards. Show less

Jun 2015 - Aug 2015
Team & coworkers

Colleagues at Morgans Financial Limited

Other employees you can reach at morgans.com.au. View company contacts for 744 employees →

5 education records

Ashley Sim education

Graduate Diploma In Financial Planning

I have completed a graduate diploma in financial planning to ensure I meet the FASEA education requirements.

Advanced Diploma Of Financial Planning

I'm have completed an Advanced Diploma in Financial Planning. This degree goes into depth on several key areas of financial planning such.

Bachelor’S Degree, Business (International Business), Gpa 5.53

My studies in International Business gave me a thorough understanding of the fundamentals of business and commerce. My studies included.

Bachelor’S Degree, Information Technology (Information Systems), Gpa 5.53

I have completed a Bachelor of Infomation Technology, graduating with distinction. During this course, I learnt to design, develop.

Diploma Of Financial Planning

I have completed a Diploma in Financial Planning. During this time I studied the various aspects of financial planning such as investments.

FAQ

Frequently asked questions about Ashley Sim

Quick answers generated from the profile data available on this page.

What company does Ashley Sim work for?

Ashley Sim works for Morgans Financial Limited.

What is Ashley Sim's role at Morgans Financial Limited?

Ashley Sim is listed as Financial Planner at Morgans Financial Limited.

Where is Ashley Sim based?

Ashley Sim is based in Mackay, Queensland, Australia while working with Morgans Financial Limited.

What companies has Ashley Sim worked for?

Ashley Sim has worked for Morgans Financial Limited and Export Council Of Australia.

Who are Ashley Sim's colleagues at Morgans Financial Limited?

Ashley Sim's colleagues at Morgans Financial Limited include Stephan Pfister, Mike Curley, Roger Corrie, Roslyn Bourke, and Boris Patkin.

How can I contact Ashley Sim?

You can use AeroLeads to view verified contact signals for Ashley Sim at Morgans Financial Limited, including work email, phone, and LinkedIn data when available.

What schools did Ashley Sim attend?

Ashley Sim holds Graduate Diploma In Financial Planning from Kaplan Professional.

What skills is Ashley Sim known for?

Ashley Sim is listed with skills including Strategy, Market Research, International Business, Strategic Financial Planning, Estate Planning, Personal Insurance, Superannuation, and Self Managed Superannuation Funds.

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