Financial Adviser
· WOOLLOONGABBA, QLD
Ryan Robert Louie
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001302336
Ryan Robert Louie is a financial adviser based in Woolloongabba, Queensland, with 2 years of experience in the financial services industry. Ryan is currently authorised under Matrix Planning Solutions Limited. Ryan 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 Education Program from FAAA. Ryan is a member of Certified Financial Planner (CFP) of FAAA and SMSF Specialist Advisor (SSA) of SMSF Association.
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
2019
Bachelor of Business (Finance)
Queensland University of Technology
2022
Graduate Diploma in Business (Financial Planning)
Queensland University of Technology
2023
Accredited Listed Products Adviser Course
Kaplan Professional
2023
Margin Lending and Geared Investments Course
Kaplan Professional
2024
Estate and Succession Planning (FPC005)
Kaplan Higher Education
2025
Certified Financial Planner Education Program
FAAA