Beth Asley

Client Services Manager

As a Client Service Manager my main responsibility is preparing and implementing the financial advice documents and providing support to the financial advisors in my team. Having worked in financial planning for over 6 years I have gained valuable experience and skills which I utilise everyday to assist and support my team. I enjoy working closing with the financial advisors and our clients in order to assist with the advice process and help clients achieve their financial goals. 

Qualifications and Awards

  • Advanced Diploma of Financial Planning 


Quick Questions with Beth

Are you messy or organized? 

I like to be organised but most of the time I’m messy

What do you like to do on your days off?
I love to go to the beach, go camping, hiking, fishing – basically anything outside

Where would you like to travel to? 
The entire world – but next on my list is Chile

Which one would you want most – flying cars, robot housekeepers, or moon cities?
Robot housekeeper for sure

If you were on death row, what would your last meal be? 
Lamb Shanks or pizza

Where is your favourite place to eat?
Any place that sells good pizza

What is your greatest fear?
Not getting to travel the world

What is your favourite movie?
Catch Me If You Can

How do you define success?
Being happy with where you are in your life & career  

What is your least favourite food?