Johnny Ly

Wealth Spirit

Platinum
12 Yrs Experience
Carlingford, NSW 2118

Recent reviews

Wealth Spirit

3 Robbie Cres
Carlingford, NSW 2118

Opening hours

  • 9:00am – 4:00pm Monday, Thursday – Friday
  • 9:00am – 5:00pm Tuesday – Wednesday

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 37
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Master of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
37 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 37

Sort by

5.00

"We actually found Johnny via this site, based on his overwhelmingly positive reviews. Engaged his services to review our insurance needs; happy to say that he's lived up to the reviews. Overall a very friendly and professional person, always happy to answer our questions along the way, follows up, and is never pushy. As a bonus, his quarterly newsletter on all things financial & personal is a nice read. Highly recommended."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Johnny is very knowledgeable and responsive. Great to have him being my family’s financial advisor. Will definitely recommend him to my friends."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Johnny is helpful and transparent on his services, he cares about his clients and strives to provide best services he can offer, I would recommend him to anyone I know."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Johnny is very knowledgeable, detailed and transparent in the services he has patiently provided. I highly recommend him to anyone seeking financial advice and services."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Was introduced to Johnny by a friend and his attitude and approach was friendly which made me listen and understand what was out there and what was required by me and my wife to secure our futures. Didn’t take long to go with Johnny’s advice and now a few years after we are extremely glad we did. He is very approachable for clarifications and proactive in keeping up with changes and making sure we are too. I have and will have no hesitation in introducing Johnny to my family and friends. Good Job Johnny !!!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Johnny was extremely patience during our enquiry into insurance products and provide good recommendation based on our need. At no time do we feel that we are being pressured to make a snap decision. Johnny has followed up with us constantly to ensure we are happy with our product choice."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I taken the insurance advice provided by Johnny. We have found him to be very detailed in his approach (which we like). He was very knowledgeable, thorough and punctual. Johnny is not just a trusted adviser to us, he has become a good friend. We highly recommend Johnny’s service to anyone who is looking for Financial Advice."

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

"I knew Jonny from my banker and got to know from that person that he has been involved in the banking and finance industry for several years. Jonny advised us with suitable Life insurance cover best suited to our health and wellness lifestyle. When we first met him he was very friendly and professional and displayed his expertise in the field. Later on, he has been advising us with our superannuation and also other wealth segments. Jonny reviews our insurance policy annually, ensuring that the existing plan is appropriate for our current financial and lifestyle needs. He is our go-to Finance and Wealth person."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Was quite skeptical of so called 'financial advisers' before I met Johnny. Johnny has always been a financial coach of sorts, who has helped me to be more aware of insurances, super and my investments. He has always provided sound, research backed and easy to follow advice that surprisingly helped me save money rather than costing me more. I feel more confident and organised with Johnny's financial guidance."

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

"Johnny is an excellent adviser. I've dealt with many in the past and he definitely stand out in terms of the advice and care he gives to his clients. He always acts with integrity and care towards his clients and i would highly recommend him to anyone."

  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 37

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Master of Commerce

Level
9 - Masters Degree
Institution
Macquarie University
Completed
2006

Ethics and Professionalism in Financial Advice - Bridging Course

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

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2011

Diploma of Financial Services

Level
5 - Diploma
Institution
Mentor Education
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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