Financial Adviser · SYDNEY, NSW

Chao Li

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001265669

Chao Li is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Chao is currently authorised under Aware Financial Services Australia Limited. Chao 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 Accounting from Victoria University. Chao 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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2009
BSB111.4 Business Law and Ethics
Queensland University of Technology
2009
Bachelor of Business
Queensland University of Technology
2014
Master of Accounting
Victoria University
2016
Diploma of Financial Planning
International Institute of Technology
2017
Advanced Diploma of Financial Planning
International Institute of Technology
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Accredited Aged Care Professional Program
Aged Care Steps
2025
TFA Tax for Financial Advising
Kaplan Professional

Registration History

Feb 2023 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Jun 2022 - Dec 2022 Ceased
Jan 2021 - May 2022 Ceased
Jul 2018 - Jul 2019 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register