Ronald Ngo – Financial Adviser, CFP/Team Manager
“I enjoy educating clients, as well as giving them peace of mind by helping them make well informed financial decisions, as they plan for the ideal future”
Ronald has been in the financial services industry since 2006 and moved into financial planning in 2012. Ronald has a double degree in Bachelor of Business Administration and Commerce majoring in Accounting with Macquarie University. In addition, he is a Certified Financial Planner (CFP).
Away from work, Ronald enjoys spending time with his wife and young daughter. He also enjoys the company of family, friends and neighbours.
Areas of specialisation
- Wealth creation strategies
- Debt and cashflow management
- Risk Insurance strategies
- Retirement planning
Memberships and Associations
- Financial Planning Association
Qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning (Kaplan)
- Self-Managed Superannuation Fund Certificate (Kaplan)
- Bachelor of Business Administration & Commerce – Accounting (Macquarie University)
- Justice of the Peace
- Most Trusted Adviser 2023
