Ricky Soo
CT GROUP ADVISORY SERVICES PTY LTD · Concord NSW 2137 · Advising since 2004
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001002592
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CT GROUP ADVISORY SERVICES PTY LTD · AFSL 516941Since 18 December 2024
- Principal business address
- Concord NSW 2137
- First year providing advice
- 2004
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTDec 2024 – presentCT GROUP ADVISORY SERVICES PTY LTD · AFSL 516941
- CEASEDJun 2021 – Dec 2024CONSULTUM FINANCIAL ADVISERS PTY LTD · AFSL 230323
- CEASEDJan 2019 – May 2021MERITUM FINANCIAL GROUP PTY LTD · AFSL 245569
- CEASEDOct 2017 – Jan 2019A.C.N. 133 593 012 PTY LTD · AFSL 331367
- CEASEDOct 2006 – Sep 2017NATIONAL AUSTRALIA BANK LIMITED · AFSL 230686
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
SMSF Regulations and Taxation
Kaplan · 2024 · Professional Designations
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2021 · Bridging Course - Ethics
RG146 Margin Lending
MLC ThreeSixty · 2010 · Diploma (AQF 5)
Certified Financial Planner (CFP)
Financial Planning Association (FPA) · 2006 · Professional Designations
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA) · 2004 · Advanced Diploma (AQF 6)
Bachelor of Commerce
University of Newcastle · 2001 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Ricky Soo claims the profile.
Reviews
Not yet reviewed
No client has reviewed Ricky Soo on Souffle yet.
Contacting Ricky Soo
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CT GROUP ADVISORY SERVICES PTY LTD · AFSL 516941
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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