Ricky Soo
Financial Adviser in Concord, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002592
- Location
- Concord NSW 2137
- Licensee
- CT Group Advisory Services Pty Ltd (AFSL 516941)
- Authorised since
- 18 December 2024
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, University of Newcastle (2001); Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2004); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2006); RG146 Margin Lending, MLC ThreeSixty (2010); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021); SMSF Regulations and Taxation, Kaplan (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Ricky Soo
Ricky Soo is a financial adviser in Concord, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001002592.
Ricky provides advice as an authorised representative of CT Group Advisory Services Pty Ltd, which holds Australian financial services licence 516941. That authorisation dates from 18 December 2024.
According to the register, Ricky first provided financial advice in 2004. Qualifications and training on file include Bachelor of Commerce (University of Newcastle, 2001), Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2004) and Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2006). Ricky is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Ricky Soo a registered financial adviser?
Yes. Ricky Soo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002592.
Which licensee does Ricky Soo work under?
CT Group Advisory Services Pty Ltd, Australian financial services licence 516941.
What can Ricky Soo give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.