In January 2014 Ashleigh commenced her employment with Byron Capital in the position of Client Service Project Manager where she was responsible for the ongoing Client Service Management for several advisers.
In April 2018 Ashleigh transitioned into the position of Compliance Project Manager, which involves ensuring that all Byron Capital partners and staff are meeting the legislative and legal requirements of the Financial Planning Industry.
Ashleigh has many years’ experience working in financial services and brings with her vast knowledge of the industry. She has proven to be adept at developing and implementing projects and one of her main roles is to manage the integration of the XPlan financial services software into the office of Byron Capital.
Two very important areas that she has experience and input into are on-site computer technical support as well as regulatory and compliance issues.
Ashleigh holds a Diploma of Financial Planning and although not practicing as a consultant has completed the necessary RG146 compliance certification.
Her Academic and Professional Qualifications are:
- RG146 Compliance Certification – Diploma of Financial Planning;
- RG146 Finance Qualification – Tier 2; and
- Justice of the Peace (Qualified).