Financial Adviser · BONDI JUNCTION, NSW

Ron Ogilvie

BONDI JUNCTION, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000260941

Currently at

Kgh Financial

Sydney, NSW (firm address)

View firm profile

Ron Ogilvie is a financial adviser based in Bondi Junction, New South Wales, with 22 years of experience in the financial services industry since 2004. Ron is currently authorised under Millennium 3 Financial Services, operating through Kgh Financial. Ron holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ron's qualifications include a Master of Business from University of Technology, Sydney.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation - All Authorisation above excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

1977

Bachelor of Commerce

The University of New South Wales

1991

Master of Business

University of Technology, Sydney

2002

5 units of the Diploma of Financial Planning

FPA

2010

ASX Listed Products Accreditation Course (LPAC)

Alpha Structured Investments Pty Ltd

Registration History

Millennium 3 Financial Services Pty Ltd

Mar 2026 - Present Current

Superannuation - All Authorisation above excludes SMSF advice

Ifa Private Wealth Advisors Pty Ltd

Dec 2020 - Mar 2026 Ceased

Blue Ocean Financial Services Pty Ltd

May 2019 - Nov 2020 Ceased

Managed Discretionary Accounts

Millennium 3 Financial Services Pty Ltd

Dec 2008 - May 2019 Ceased

Government Debentures, Stocks or Bonds - Class of product only.

Source: ASIC Financial Advisers Register