Financial Adviser
· CONCORD, NSW
Ricky Soo
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002592
Ricky Soo is a financial adviser based in Concord, New South Wales, with 22 years of experience in the financial services industry. Ricky is currently authorised under Ct Group Advisory Services Pty Ltd. Ricky holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Ricky is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce
University of Newcastle
2004
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2006
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2010
RG146 Margin Lending
MLC ThreeSixty
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
SMSF Regulations and Taxation
Kaplan
Registration History
MERITUM FINANCIAL GROUP PTY LTD
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
Source: ASIC Financial Advisers Register