Presently working as a Private Client Adviser at Equity Trustees .
Ronny has more than 20 years of experience in financial services. Her career began in Israel in 2000 as a Mortgage Consultant, moving on to be an Economist and Financial Adviser for Financial Guardian Limited. After migrating to Australia, she embarked on her current career in Australian Financial Planning in 2007, working for both large corporations and boutique practices.
Ronny’s education and overseas experience enabled her to acquire the qualifications to practice as an Adviser in Australia and she rapidly developed her knowledge of the Australian Financial Industry.
Ronny is a Certified Financial Planner (CFP), holds a master’s degree in Business Law, Bachelor’s Degree in Economics and Management, Advanced Diploma in Financial Planning including SMSF Specialist Accreditation and is FASEA compliant.
Throughout the years, Ronny has been helping clients achieve their lifestyle and financial goals through effective strategies by providing holistic financial advice tailored to each client’s specific needs.
The clients Ronny has worked with range from those who are at the early stages of adult life, looking to establish themselves and ensuring they have the building blocks in place, to those with long established wealth with more focus on risk management, estate planning and wealth transfer to the next generation.
Away from work Ronny loves spending time with her family and friends. She is a proud mother of three kids, enjoys cooking, traveling, and exploring.
Ronny has been our Financial Adviser now for over three years. With her expertise and guidance she has ensured our portfolio is achieving and performing exactly to our needs and requirements. Her honesty and clear and concise advice has seen us take her recommendations into reality and we have benefited in changing our overall set up which has benefited our long term expectations.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2008
- Years of experience 15
- Master of Laws
Equity Trustees LimitedLevel 3, 28 The Esplanade
Perth, WA 6000
- 9:00am – 2:00pm Monday, Wednesday
- 9:00am – 4:00pm Tuesday, Thursday
- In person
- Video call
Equity Trustees Wealth Services Limited
Australian Executor Trustees