Financial Adviser
· NORTH SYDNEY, NSW
Huixian Li
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001242570
Huixian Li is a financial adviser based in North Sydney, New South Wales, with 10 years of experience in the financial services industry. Huixian is currently authorised under Gps Wealth Ltd. Huixian 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 Master of Financial Planning from Kaplan Higher Education. Huixian 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Margin Lending Specialist
Kaplan Professional
2021
Master of Financial Planning
Kaplan Higher Education
2023
Accredited Aged Care Professional Program
Aged Care Steps
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register