Ronald Pratap

Ronald Pratap Email and Phone Number

Director and Senior Financial Planner @ RP Wealth Management
Oran Park, NSW, AU
Ronald Pratap's Location
Oran Park, New South Wales, Australia, Australia
Ronald Pratap's Contact Details

Ronald Pratap phone numbers

About Ronald Pratap

I have been involved in the financial services industry for close to 15 years now.I provide Advice on Investments, Superannuation, Risk management and retirement Planning through clear, transparent and structured advice.I enjoy working with clients to structure a strategic financial plan to meet their specific goals and objectives, whether they are a young wealth accumulator wanting to structure their financial future all the way through to clients that are about to retire and need guidance on options and strategies available.I started my own Wealth Management business in 2016 with a key focus on working with clients on an ongoing basis to achieve their goals as I found working within an aligned bank model restricted me in terms of Products, Advice Procedures and Ongoing Relationships.I am now truly able to help my clients without a lot of the previous restrictions placed on me through a compliant and manageable approach, providing unbiased product advice where needed,At RP Wealth Management, we offer a wide variety of services throughout the Sydney Metropolitan areas including: The Macarthur Region, Parramatta, Liverpool, Penrith and the Greater Sydney regionContact the RP Wealth Management team for more details.Facebook: https://www.facebook.com/RPWealthManagementEmail: ronald.pratap@rpwealthmanagement.com.auwebsite: www.rpwealthmanagement.com.auPhone: 02 9188 1547

Ronald Pratap's Current Company Details
RP Wealth Management

Rp Wealth Management

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Director and Senior Financial Planner
Oran Park, NSW, AU
Website:
rpwealthmanagement.com.au
Employees:
4
Ronald Pratap Work Experience Details
  • Rp Wealth Management
    Director And Senior Financial Planner
    Rp Wealth Management
    Oran Park, Nsw, Au
    View
  • Rp Wealth Management
    Director/ Senior Financial Planner
    Rp Wealth Management Aug 2016 - Present
    Oran Park
    As a Director and Senior Financial Planner of RP Wealth Management- My purpose is to provide clients with sound advice and direction to assist with their financial affairs and help them make the best choices in achieving what is important to them.
    View
  • Spark Financial Group
    Authorised Rep
    Spark Financial Group Aug 2017 - Oct 2022
    Sydney, Australia
    Spark Advisors is a Boutique Dealer Group founded in 2017. As the holder of an Australian Financial Services Licence and Australian Credit Licence # 339384 they deliver market leading business and financial solutions myself through a licensee agreement.The immediate benefit of being licensed through Spark is having outsourced product research, advice generation and implementation services to be able to spend more time doing what I love and that’s seeing clients and giving advice.
    View
  • Bni Australia
    Bni Power Chapter President
    Bni Australia Jul 2017 - Oct 2018
    Narellan
    My role is to chair the meetings of the Narellan chapter every week, ensuring that we follow the structure developed by BNI. BNI's mission is to help members increase their business through a structured, positive and professional 'word of mouth' program.
    View
  • Ri Advice Group
    Financial Planner
    Ri Advice Group Feb 2013 - Jun 2016
    This role entails servicing clients by providing quality advice and recommendations once needs and objectives are identified. I work with clients to structure a strategic plan to meet their specific goals through a fee for service model.
  • Onepath
    Financial Adviser
    Onepath Feb 2013 - Nov 2013
    Sydney
    This role entails servicing clients by providing quality advice and recommendations once needs and objectives are identified.
    View
  • Mlc Sydney
    Senior Phone Based Financial Adviser
    Mlc Sydney Nov 2010 - Feb 2013
    North Sydney
    Establish client’s goals and objectives while assessing their current situation and promoting financial advice through appropriate solutions such as General/Scoped Advice, Execution only services or a referral through to a Holistic Adviser for specific Advice.
  • Mlc Sydney
    Financial Adviser Consultant
    Mlc Sydney Mar 2009 - Nov 2010
    North Sydney
    Assist advisers and their support staff, as well as internal MLC teams with queries for existing clients including reporting requests, processing errors and information across all MLC products including Superannuation, Pension and Investments.

Ronald Pratap Skills

Superannuation Insurance Retirement Planning Investment Strategies Financial Advisory Wealth Accumulation Strategies Debt Management Wealth Management Portfolio Management Strategic Financial Planning Financial Risk Pensions Financial Services Investments Wealth Estate Planning Income Protection Wealth Accumulation Finance Financial Planners Retirement Investment Advisory Life Insurance Critical Illness Smsf Asset Allocation Wealth Management Services Mortgage Lending Relationship Management Personal Finance Disability Insurance Savings Asset Management High Net Worth Individuals Equities Investment Management Holistic Financial Planning Strategy Risk Management Financial Markets Personal Financial Planning Managed Funds Financial Planning Pension Funds Business Relationship Management Self Managed Superannuation Funds Banking Business Customer Service

Ronald Pratap Education Details

  • Kaplan Education
    Kaplan Education
    Diploma In Financial Planning
  • Kaplan Education
    Kaplan Education
    Advanced Diploma Of Financial Planning (Financial Services)
  • Bossley Park High School
    Bossley Park High School
    Hsc
  • Bossley Park
    Bossley Park

Frequently Asked Questions about Ronald Pratap

What company does Ronald Pratap work for?

Ronald Pratap works for Rp Wealth Management

What is Ronald Pratap's role at the current company?

Ronald Pratap's current role is Director and Senior Financial Planner.

What is Ronald Pratap's direct phone number?

Ronald Pratap's direct phone number is +614345*****

What schools did Ronald Pratap attend?

Ronald Pratap attended Kaplan Education, Kaplan Education, Bossley Park High School, Bossley Park.

What skills is Ronald Pratap known for?

Ronald Pratap has skills like Superannuation, Insurance, Retirement Planning, Investment Strategies, Financial Advisory, Wealth Accumulation Strategies, Debt Management, Wealth Management, Portfolio Management, Strategic Financial Planning, Financial Risk, Pensions.

Who are Ronald Pratap's colleagues?

Ronald Pratap's colleagues are Maria Niña Armenton, Sedat Papagan.

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