Ashley Bishop CFP®

About Me

Ashley started in Financial Advice in 2014, initially starting in a large nationwide advice firm before moving to a smaller boutique advice firm, prior to joining What If. He moved to Melbourne in 2013, having spent many years living in London beforehand, and New Zealand, where he is from originally. Ashley is a Certified Financial Planner (CFP).

Ashley’s approach is taking complex information and making it relatable to you. He has strong technical knowledge over a broad range of strategies, is a great listener and will ask the right questions to understand what you want to achieve. He’ll then go away and put together a strategy and plan to help you reach your goals. Ashley puts real focus on ensuring you not just understand your financial plan but that you feel confident in it.

Outside of work Ashley enjoys time with friends and his partner, and training and competing in Brazilian Jiu Jitsu, where he gained his blue belt in December 2022. He also enjoys yoga, hiking and surfing (poorly).

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Beryllium Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®