Ronald Ngo is a financial adviser based in Norwest, Queensland, with 10 years of experience in the financial services industry. Ronald is currently authorised under Akumin Financial Planning Pty Limited. Ronald 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Authorised to provide tax financial advice services
Registration History
Jul 2019 - Present
Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
AFFINIA FINANCIAL ADVISERS PTY LTD
Sep 2018 - May 2019
Ceased
Not authorised in SMSF
NEXTGEN FINANCIAL GROUP PTY LTD
Jul 2018 - Sep 2018
Ceased
Excluding Self Managed Superannuation Funds and Standard Margin Lending
Jan 2016 - Jun 2018
Ceased
This Authority permits the person to provide the financial services specified under the direct supervision of a personal client adviser (PCA) or in the case of written advice, where it has been checked and countersigned by a PCA before issue.Can advise on Superannuation except for Self Managed Superannuation Funds.
Source: ASIC Financial Advisers Register