Financial Adviser
· BARTON, ACT
Hongyu Li
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002545
Hongyu Li is a financial adviser based in Barton, Australian Capital Territory, with 12 years of experience in the financial services industry. Hongyu is currently authorised under Bridges Financial Services Pty Limited. Hongyu holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Hongyu is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce
The Australian National University
2012
Diploma of Financial Planning FNS50611
GWM Adviser Services Ltd
2015
FNS60415 Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2019
Certified Financial Planner
Financial Planning Association of Australia Limited
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd