Ricky Soo
CT Group Financial Solutions Pty Limited
"I help clients make money, protect money, spend money."
I have over 29 years worth of experience within the Banking and Financial Services industry with 24 years in Financial Planning. I have worked with some of Australia's leading banks and financial institutions.
I am passionate about financial planning. I specialise in retirement planning, superannuation, SMSF, investment portfolio construction and personal insurance.
I take the time to listen and understand what is important to you. I explain in plain English the concepts and strategies that will help you achieve your financial security and lifestyle.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchOur fees are tailored to your individual needs and level of service and advice that you require.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 35
- First year providing advice 2004
- Years of experience 21
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
CT Group Financial Solutions Pty Limited
3 Spring StreetSydney, NSW 2000 Shop 6, 29-45 Parramatta Rd
Concord, NSW 2137 G17, 25 Solent Cct
Baulkham Hills, NSW 2153
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Ct Group Advisory Services Pty Ltd
AFSL 516941
