Financial Adviser · RHODES, NSW

Sandy Yee-nga Lui

RHODES, NSW
18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000313687
Currently at
Rhodes, NSW (firm address)

About Sandy Yee-nga Lui

Sandy Yee-nga Lui is a financial adviser based in Rhodes, New South Wales, with 18 years of experience in the financial services industry since 2008. Sandy is currently authorised under 5 Wealth Management. Sandy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sandy's qualifications include a Bachelor of Business from University of Technoloy Sydney. Sandy is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Business
University of Technoloy Sydney
2007
Diploma of Financial Services (Financial Planning)
GWM Adviser Services| Advice Education
2008
Advanced Diploma of Financial Services (Financial Planning)
GWM Adviser Services|Three Sixty

Registration History

Jul 2026 - Present Current
Sep 2025 - Jun 2026 Ceased
ALPHA ASSET MANAGEMENT PTY LTD
Jul 2025 - Aug 2025 Ceased
BRADY & ASSOCIATES PTY. LTD
Jul 2025 - Aug 2025 Ceased
May 2024 - Aug 2024 Ceased
PICCADILLY FINANCIAL SERVICES PTY LTD
Nov 2019 - Jun 2023 Ceased
Sep 2019 - Apr 2024 Ceased
Sep 2012 - Sep 2019 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending
GPL (VIC) PTY LTD
Mar 2010 - Feb 2012 Ceased

Source: ASIC Financial Advisers Register