MenuRicky Soo CFP®
About Me
Financial Adviser based in Sydney CBD. I have been in Financial Planning for over 22 years and within the Banking sector for over 28 years. I work for myself and l am passionate about what l do.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 21 Years -
Licensed By Ct Group Advisory Services Pty Ltd
