Financial Adviser · MERMAID BEACH, QLD

Ashley Karl James Brown

MERMAID BEACH, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001262859

Practice

Primary Wealth Management

Bundall, QLD (practice address on ASIC register)

Licensed through Guidance Advisers

View practice

About Ashley Karl James Brown

Ashley Karl James Brown is a financial adviser based in Mermaid Beach, Queensland, with 8 years of experience in the financial services industry since 2018. Ashley works at Primary Wealth Management, which is licensed through Guidance Advisers. Ashley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ashley's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Advice on superannuation excludes self-managed superannuation funds.

Authorised to provide tax financial advice services

Qualifications and Training

2018

Diploma of Financial Planning

Monarch Institute

2021

Advanced Diploma of Financial Planning

Monarch Institute

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2026

Margin Lending Specialist

Kaplan Higher Education Pty Limited

Registration History

Guidance Advisers Pty Ltd

Jul 2026 - Present Current

Advice on superannuation excludes self-managed superannuation funds.

Interprac Financial Planning Pty Ltd

Oct 2023 - Jun 2026 Ceased

AAN WEALTH MANAGEMENT PTY LTD

May 2022 - Aug 2023 Ceased

OLIVE FINANCIAL MARKETS PTY LTD

Mar 2018 - May 2022 Ceased

Source: ASIC Financial Advisers Register