Ash McAuliffe

Mercer Financial Advice (Australia) Pty Ltd

Gold
21 Yrs Experience
Docklands, VIC 3008
Ash is a Certified Financial Planner and has been helping people achieve their financial goals since the late 1990's. Ash has experience working with all types of clients from young families to people considering retirement. Ash also has considerable experience working with small to medium business owners and Self Managed Super Funds.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.55
  • Number of reviews 14
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualifications
    • Master of Commerce (Financial Planning)
    • Master of Business Administration
  • Language spoken
    • English

Mercer Financial Advice (Australia) Pty Ltd

Collins Square, Level 15, 727 Collins St
Docklands, VIC 3008

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Mercer Financial Advice (Australia) Pty Ltd

AFSL 411766

4.55
14 Reviews
5
4
3
2
1
4.45
Clear communication
4.55
Knowledge & expertise
4.55
Customer care
4.55
Likely to recommend
Showing reviews 1—10 of 14

Sort by

4.00

"Ash does his job well and in a personable manner"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I always come away feeling better after discussions with Ash."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We find Ash and his staff excellent to deal with and always friendly and willing to help. Very trust worthy and knowledgeable."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Always a pleasure to dell with."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very thorough and explains things in detail you can understand. Very professional."

  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"An adviser who explains strategies in very simple terms and is always approachable when assistance is required. Very happy with recommendations put forward by him and won't be changing in the foreseeable future."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nothing is ever a problem with Ash or his team. They get back to me with any info I need ASAP."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Ash is able to explain our portfolio in a way that we are both clear on our furture projections with regards to our Superanuation and our insurance options to ensure we are duly covered. Really informative and very clear, we feel our financial future is in safe hands."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Ash has the ability to understand me, interpret my needs and concerns and then deliver real answers. He is not only an expert in his field, but great fun to be with. I always leave feeling better equiped, knowledgeable and inspired."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2010

Master of Business Administration

Level
9 - Masters Degree
Institution
La Trobe University
Completed
2012

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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