Kelly Ashley

Financial Advisor & Aged Care Specialist

DIP FP, FChFP®, Accredited Aged Care Professional

Meet Kelly Ashley

Kelly’s expertise is complemented by a genuine commitment to helping each client achieve their goals. She firmly believes in building trustworthy and enduring professional and personal relationships.

With a career in the financial services industry dating back to 1999, Kelly became a Financial Adviser in 2004. Since then, she has actively collaborated with her clients, always welcoming them with a warm and friendly approach.

Kelly successfully owned and operated her own financial planning business in country Victoria for over a decade before relocating to the Sunshine Coast in 2017. Her comprehensive understanding of the financial planning landscape is matched by her dedication to her role at Compass Financial Solutions.

Outside of work, Kelly enjoys the beach, the warmer climate, and the relaxed lifestyle of the Sunshine Coast.

Meet the rest of our Team

Graham McIntyre

Financial Advisor & Director

Andrew Mills

Financial Advisor &
Aged Care Specialist

Financial Advisor & Director

Ross Wolstencroft

Investments and Planning Manager

What Our Clients Say About Us

Slide 1

We feel we are in good hands

You have this year given us a lot of help ( So far Gratus) and made us look at things we didnt really want to think about- like where to next and how do we set ourselves up for the future.Very importantly you have put Sandra who didnt know you at all, at ease very quickly . Your calm ,experience and professionalism shows through, and we feel we are in good hands.

Although the plan is implemented we haven't yet sold the rental house but it is on the market. Once that is sold as discussed we will make a time to meet you in the new year, to get you to roll out a blue print for us to follow over the next few years ( a payday for you at last).
Thanks again

Tony & Sandra

Everyone is polite and professional

During the period that I have been dealing with Graham and the team at Compass Financial Solutions I have found that all of my meetings have been made easy by there friendly personalities. Everyone is polite and professional, and always willing to provide answers to questions, no matter how complicated or minor the matter might seem

Damian

Slide 1

Best advice for our needs

Compass Financial Solutions provided all the information we needed to make an informed decision to protect our family. I am confident that we have obtained the best advice for our needs

Jason & Amanda

Extremely beneficial and professional

My dealings with Graham MacIntyre and his various assistance over the last 8 years since I was widowed have been extremely beneficial and professional but with a feeling of ‘I’m talking to a friend.

Unknown

Slide 1

Explains financial matters in a way which I can understand

My financial advisor is very approachable at all times. He gives me confidence. He explains financial matters in a way which I can understand.

Suzanne

Extremely beneficial and professional

We were introduced to Kelly over 15 years ago, when my Wife Judy and I were starting to plan the next phase of our retired / fixed income lifestyle. We were immediately impressed with her astute understanding of what we wanted and would need in the future.

The result being very well-considered Financial Planning that has progressively served us very well. Throughout, Kelly has proven to be highly capable in this demanding area. Has always been available for consultation. And has provided comprehensive advice and guidance in a crucial planning period of our lives.
Her sound judgement has enabled us to incorporate any changes, and cope with any challenges we have encountered from time to time relative to our expenditure and budgeting.
In summary, Kelly’s professional approach and ability are, in our experience, of the highest level.

Peter and Judy

Don't wait any longer, get in touch today and start on the path to financial success!

Our Contact Details

Business Hours

Monday - Thursday 8:30 AM - 5:00 PM

Friday 8:30 AM - 4:00 PM

Saturday Closed

Sunday Closed

Office Location

Office Address:
6 Otranto Ave, Caloundra QLD 4551

Mailing Address:
PO Box 231, Caloundra QLD 4551