Ashley Montesin in

Ashley Montesin

Doer · DISC type sd
📍 Forster, New South Wales, Australia

Ashley Montesin is a Financial Adviser and Principal at Regional Financial Solutions, a third-generation family business. Specializing in retirement planning, he holds a Bachelor of Business in Applied Finance. Ashley was recently shortlisted for the prestigious 2025 FS Power50, which recognizes Australias most influential financial advisers.

Outside of work, Ashley leads an active outdoor lifestyle. He is passionate about surfing, running, and mountain biking, activities he often enjoys with his wife and children in the Forster-Tuncurry area. He has also competed in endurance events like the 100km Ultra-Trail Australia.

He is a numbers-focused person who thrives on finding strategic opportunities for his clients.

Read the full overview →
Location
Forster, New South Wales, Australia
Personality Overview

How Ashley shows up

Results Focused
Deliberate Doer
Risk-Accepting

Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Ashley cares about

Retirement Strategy
As a retirement planning specialist, his work and content focus on helping people live comfortably without financial stress in their later years, including strategies like downsizing.
Outdoor Endurance Sports
He is an avid surfer, runner, and mountain biker who has competed in events like the 100km Ultra-Trail Australia.
+4 more topics Login to view topics
Career

Work history

No work historyWe do not have verified professional history for this person yet.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education

Ashley has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Ashley. Free, 10 seconds.