Financial Adviser & Aged Care Specialist
DIP FP, FChFP®, Accredited Aged Care Professional
Meet Kelly Ashley
Kelly has been in the financial services industry since 1999. She has been an adviser since 2004 and has actively worked with and alongside her clients for over 15 years. In your dealings with Kelly, you are welcomed and treated with a friendly approach.
Kelly strongly believes in building trustworthy and long lasting relationships. Her knowledge and experience mean Kelly lives by the statement “it’s all about getting the best results for clients”. Kelly is approachable and strongly believes in building trustworthy relationships. She values both personal and professional relationships, nurturing them through understanding and genuine interest. She is confident and has demonstrated abilities through her extensive experience. Kelly loves nothing more than helping people achieve their best.
Having owned her own successful financial planning business for over ten years in Victoria. Kelly now brings the same high level of dedication to her new role with Compass Financial Solutions as she did while owning her own business.
On the weekend, Kelly enjoys getting outdoors and heading to the beach with her family. Kelly grew up in country Victoria and is now enjoying the warmer climate and relaxed lifestyle that the Sunshine Coast offers. Kelly, her husband and two sons, relocated to the Caloundra area in 2017 and they enjoy every opportunity to explore the wonders of the Sunshine Coast.
Kelly is dedicated to assisting clients’ in every stage of life.
Professional Qualifications: Diploma of Financial Planning (DFP), Fellow Chartered Financial Practitioner (FChFP) and Accredited Age Care Professional.