Ryan Louie
Financial Adviser
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About
Ryan Louie is an ASIC-registered financial adviser based in Woolloongabba, Queensland, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Ryan holds a Bachelor of Business (Finance) from Queensland University of Technology (2019) and a Graduate Diploma in Business (Financial Planning) from the same institution (2022). Committed to ongoing professional development, he has also completed the Accredited Listed Products Adviser Course and the Margin Lending and Geared Investments Course from Kaplan Professional (2023), Estate and Succession Planning (FPC005) from Kaplan Higher Education (2024), and the Certified Financial Planner Education Program from the FAAA (2025). Ryan is a Certified Financial Planner (CFP) of the FAAA and an SMSF Specialist Advisor (SSA) of the SMSF Association, demonstrating his commitment to the highest standards of professionalism and expertise. Ryan is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His expertise allows him to craft personalized strategies that address your unique financial circumstances and aspirations. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require guidance on superannuation or insurance, Ryan offers expert advice and support. Contact Ryan today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Ryan Louie offer?
Ryan Louie provides comprehensive financial advice, including superannuation, insurance, wealth management, retirement planning, and investment strategies. He is authorized to advise on a wide range of financial products, ensuring tailored solutions for your needs.
What qualifications does Ryan Louie have?
Ryan holds a Bachelor of Business (Finance) and a Graduate Diploma in Business (Financial Planning) from Queensland University of Technology. He has also completed several specialist courses and is a Certified Financial Planner (CFP) and an SMSF Specialist Advisor (SSA).
How does Ryan Louie approach financial planning?
Ryan takes a client-centered approach, focusing on understanding your individual goals and circumstances. He develops personalized strategies to help you achieve your financial objectives, providing ongoing support and guidance along the way.
What can I expect during my first meeting with Ryan Louie?
During your initial consultation, Ryan will discuss your current financial situation, your goals, and any concerns you may have. This meeting is an opportunity for you to get to know Ryan and for him to understand your needs, allowing him to develop a tailored financial plan for you.
What is a Certified Financial Planner (CFP), and why is it important?
A Certified Financial Planner (CFP) is a professional designation that demonstrates a high level of competence, ethics, and professionalism in financial planning. Choosing a CFP like Ryan Louie ensures that you are working with a qualified and experienced adviser who is committed to acting in your best interests.
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