About Us
Our financial planning process is built from one simple principle: getting to know you and your unique financial circumstances before making any recommendations. These are the three steps:
Step One: Discovery Meeting
We will take a look at your current financial situation and your future goals. There is no cost to you and there is no obligation to proceed. However, once we have had a look at your situation, and if you agree, we can then discuss the next steps towards creating a financial plan that’ll help you meet your goals which will include fees (mentioned below).
Step Two: Producing Your Plan
Then, we create an appropriate plan for your financial circumstances and goals. Financial advice is about more than just numbers, income, super, mortgages and assets. It’s about creating a clear understanding of the life you’d like to lead, the wealth and peace of mind you want to create.
Step Three: Implement and Review
Once you are happy with your plan, we begin the implementation process. At AMD Financial Planning, we’re focused on ongoing support, so you’ll never have to lie awake at night worrying about your financial world. Our reviews help to ensure you’re on track to create your dream financial future.
Fees: There are multiple ways a planner may charge fees. These can include initial fees, advice fees, implementation fees, commissions (usually for insurance products) and ongoing fees. Fees can range depending on the complexity of your financial situation and the scope of the advice you are seeking. These fees will be fully explained to you before you incur any costs.
Ashley Davison
Director/Principal Financial Advisor – DipFP, GradDipFP.
Ashley has been a Financial Advisor for over 25 years and is passionate about making sure that he enhances his client’s financial position. He provides comprehensive advice on areas including Superannuation and Pension Funds, Centrelink, Investment advice, Retirement planning and Personal Risk Insurance.
Ashley has been married for 25 years and has three wonderful children. He enjoys playing golf and hockey. On the weekends you will find him supporting his children at the athletics track, cricket field or netball courts.
Ashley holds a Diploma of Financial Planning and a Graduate Diploma of Financial Planning. Ashley is FASEA (Financial Adviser Standards and Ethics Authority) accredited and meets the competency requirements under ASICs (Australian Securities & Investments Commission) Regulatory Guide RG 146.
Ashley Davison is an Authorised Representative (ASIC No. 1002815) of Lifespan Financial Planning Pty Ltd and a director of AMD Financial Planning, a Corporate Authorised Representative (ASIC No. 1281557) of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 and AFSL 229892. Lifespan Financial Planning was established in August 1994 and is privately owned. Refer to the Financial Services Guide and Adviser Profile for more details.
Player Sponsor - Supporting Netball Talent
AMD Financial Planning is a proud sponsor of Imogen Davison. Imogen is a member of the Under 23 Peninsula Waves Netball squad competing in the Victorian Netball League.
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