Ashleigh began in the financial services industry in 2013 and then moved to Halcyon in 2017. Ashleigh’s role is critical to ensure our investment advisors deliver superior service and advice. At the same time, she has a passionate interest in developing strong relationships with our clients.
Ashleigh also makes certain the integrity of client advice is of the highest possible standard within her role as our compliance officer.
Qualifications – Bachelor of Commerce: Accounting & Finance, Diploma of Financial Planning (DFP), currently studying Certified Financial Planner (CFP).