Ashlea has over 15 years of experience specialising in well considered wealth management strategies and investment solutions servicing wealthy individuals, businesses and family offices. Her most recent role as a Partner at a boutique firm saw her manage a high quality and complex portfolio of clients using a bespoke approach.
Prior to this, Ashlea worked as an Associate at JBWere for more than 11 years where intergenerational wealth management strategies were her primary focus and acting as a key contributor toward conceptualising and delivering Family Advisory. Ashlea is committed to achieving the best outcomes for her clients and navigating the dynamic relationships of unique family groups and their family office.
