MenuJohnny Ly CFP®
About Me
I am the owner of Wealth Spirit, a holistic Financial Planner based out in Carlingford (North-West of Sydney). My aim has always been to provide quality holistic advice to a broad range of clients at an affordable cost to the client. My approach is straightforward, simple with a common sense approach. Feel free to reach out to discuss your financial objectives with me and experience the Wealth Spirit difference today.
Areas of Focus
- Aged care
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 14 Years -
Licensed By Advice & Wealth Partners Pty Ltd
