Ashley Tindall

IVX FINANCIAL PLANNING PTY LTD

Platinum
11 Yrs Experience
Booragoon, WA 6154
As a Financial Planner  Ashley is looking to have meaningful conversation with families and business owners to help them make better financial decisions. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), with a Masters in Financial Planning and Bachelor of Business (international business and management) and is focused on solving complex financial problems through structure and strategy, including advice on investment, debt and cash flow planning, superannuation, retirement, insurance and estate planning. As a finalist in the 2015 FPA Professional of the Year Awards, he was recognised for his commitment to living the ‘client-first’ principle and as a role model within the financial planning profession. On a personal note, Ashley is a keen tennis player and spends his time working on his game and sharing experiences with family and friends. Ashley can be contacted to discuss your financial planning on 0419099909 or ash@ivxfinancialplanning.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 16
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

IVX FINANCIAL PLANNING PTY LTD

Suite 19, 135 Riseley St
Booragoon, WA 6154

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

IVX FINANCIAL PLANNING PTY LTD

AFSL 518488

4.90
16 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
4.80
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 16

Sort by

5.00

"Ashley provided us with easy to understand advice and clear steps to take to assist us to get on track with our finances and start to prepare for retirement."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I found your services over the last year very valuable and working with you has been a pleasure. I would happily recommend you to anyone who is interested in the future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ashley understood my needs and goals regarding my finances perfectly and was able to put forward extremely detailed advice that was easy to understand and implement into my future goals. Any question I had was answered with a high level of knowledge. I will definitely recommend Ashley to anyone in need of financial advice."

  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ashley has been working with us on our Superannuation for several years and is always informative and follows up anything very quickly. Feel very comfortable with him and his advice."

  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Commencing from our first meeting with Ashley he has been very approachable and taking the time to explain all of our questions and explaining all areas concerning our financial management and planning."

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

"I've found Ashley extremely professional in his approach and yet always remains so personable. He is genuinely interested in you as a client giving advice to maximise your investments. would whole heartedly recommend this young man to my family and friends."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am pleased to have the chance of recommending Ashley. I cannot speak highly enough of him. He is a delight to interact with; clearly explaining complicated matters and tailoring his advice to my circumstances; reacting very speedily to any request or enquiry that I have had. My retirement would be far less comfortable without his ongoing support and advice."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Ashley definitely understands our needs and does a great job keeping us focus on our goals. We've achieved more than we thought possible in the first six months of meeting him and are about to buy our dream home!"

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Curtin University
Completed
2012

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2013

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
2007

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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