Financial Adviser
· CARLINGFORD, NSW
Johnny Ly
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000353501
Johnny Ly is a financial adviser based in Carlingford, New South Wales, with 16 years of experience in the financial services industry. Johnny is currently authorised under Advice & Wealth Partners Pty Ltd. Johnny 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. Johnny 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
Master of Commerce
Macquarie University
2010
Certified Financial Planner
Financial Planning Association of Australia
2010
Diploma of Financial Services
Mentor Education Group
2011
Advanced Diploma of Financial Services
Pinnacle Financial Services Academy
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
GWM ADVISER SERVICES PTY LTD
SPECTRUM WEALTH ADVISERS PTY LTD
Source: ASIC Financial Advisers Register