Ryan Braund

Sound Strategies

5.00
3 Reviews
Gold
5 Yrs Experience
Axedale, VIC 3551

Recent reviews

Sound Strategies

471 Hawkins Ln
Axedale, VIC 3551

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Accounting
  • Language spoken
    • English

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Ryan helped us to improve many financial aspects of our lives, including life insurance, superannuation and budgeting. He is very thorough and always ensures that we understand everything that he explains to us. Nothing is too much effort and he is great with follow up phone calls and emails."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ryan has provided advice in areas of superannuation and future retirement. He has been accomodating in sharing information to our individual levels of understanding. Ryan is genuinely interested in ensuring that we have a retirement plan that meets our future goals. He uses his knowledge, skills and experience to provide a quality service. He has given us confidence to move into the next phase of our financial lives."

  • Superannuation
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"From our first meeting with Ryan we felt relief that finally we had met someone we could talk to about our financial needs, concerns and questions. That relief has now turned into something much bigger and we are so grateful for the care and attention Ryan has taken with looking after our financial future. He is a smart, informed and articulate adviser who has the ability and skill to make even the most complex information understandable. He has listened to us, offered us options, advised appropriately and ensured that we have all the facts we need before making any decisions. We feel supported and confident that our finances are in the safest of hands and our spreadsheets prove it. Thank you Ryan, we give you the highest endorsement possible."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Accounting

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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