Hi, I am Ajey Malik, founder of Simplify Financial Planning. My entire career, which began in 2008, has been in the financial advice industry. Over the years, I’ve realized something important: that everyone can benefit from a helping hand when it comes to managing their finances. It’s not just something that’s reserved for wealthy people. We all have to start somewhere, and that’s why I have created Simplify Financial Planning – to make financial planning accessible to everyone.
My driving motivation as an adviser is to empower my clients to achieve their lifestyle and financial goals. The best way to do this is through honest, meaningful, pesonalised egagement that considers your unique challenges and opportunities. This way, you can be confident that your financial plan is tailored to your specific situation.
Being a financial adviser is a privileged position, and incredibly fulfilling as I can help others live their best lives.
Simplify FP operates under a non-institutionally owned license, which allows us to provide non-aligned, unbiased advice that is driven purely and simply by what’s best for our clients.
QUALIFICATIONS
- Over 15 years experience in the financial services industry
- BCom (Economics & Finance) from Curtin University
- MCom (Finance) from Curtin University
- I have passed the FASEA Financial Adviser Exam and exceed the increased education standards required of financial advisers by 2026.
- I am a registered tax (financial) adviser.
MY MESSAGE TO YOU
I want to put time back into your life for what really matters. I want you to 'rest easy', having confidence and peace of mind that your financial affairs are being expertly managed. I want to create value through real measurable changes in your life.
WHO AM I
I am husband, a dad of two, a family person.
WHAT I LIKE ABOUT MY JOB
I like learning, developing knowledge and analytical pursuits. I like interacting with client's to understand their perspective and drivers. Many people don't have a good financial understanding, so I love helping and educating them so they feel empowered, and can make informed financial decisions.
I LOVE
My family and all the wonderful craziness they bring to my life. FC Barcelona. Cricket.
- QUALIFICATIONS
- Over 15 years experience in the financial services industry
- BCom (Economics & Finance) from Curtin University
- MCom (Finance) from Curtin University
- BCom (Economics & Finance) from Curtin University
- I have passed the FASEA Financial Adviser Exam and exceed the increased education standards required of financial advisers by 2026.
- I am a registered tax (financial) adviser with the Tax Practitioners Board (1234567).