Hi, I am Ashish Poudel, a financial adviser with over 8 years of experience helping individuals, families, and business owners make confident decisions about their financial futures. I believe financial planning is about more than just numbers—it's about understanding your values, your goals, and what matters most to you.
My approach is personal, collaborative, and built around your unique situation. Whether you’re planning for retirement, saving for a major purchase, managing investments, or navigating a life transition, I’m here to guide you every step of the way. Together, we’ll build a strategy that not only fits your life today but also adapts to whatever tomorrow brings.
I hold a Master of Financial Planning and a Bachelor of Accounting degree, and I’m committed to ongoing education so I can offer advice that reflects the latest financial insights and regulations. I pride myself on being a clear communicator and a trusted partner to my clients.
I'm a representative of PSK Private Wealth, where we are committed to delivering personalised, high-quality financial advice and support to our clients. My ASIC registration number is 001258071.
Outside of work, I enjoy soccer, hiking & reading books, and I’m passionate about giving back through volunteering in financial literacy programs. I also aim to make general financial knowledge more accessible to everyone through the education page on this website.
Let’s connect and start building a financial plan that works for you.
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My services include
Helping you find a balanced lifestyle by reviewing your spending habits and setting up a budget.
Helping you set realistic goals by understanding what is really important to you.
Recommending a plan to assist you in achieving those goals.
Constructing bespoke investment portfolios that align with your risk appetite.
Multi-year tax minimising strategies, including tax minimisation for your legacy (estate).
Review your investments and superannuation fund to ensure they align with your retirement goal.
Holistic retirement planning.
Personal insurance advice to ensure you and your loved ones are protected from financial hardship in an unfortunate life event.
Centrelink benefit advice.
Legacy planning.