Financial Adviser
· SYDNEY, NSW
Sandy Yee-nga Lui
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000313687
Sandy Yee-nga Lui is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Sandy is currently authorised under Focus Partners Wealth Pty Ltd. Sandy holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their 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
Managed Investments
Securities
Deposit Products
Government Bonds
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
ALPHA ASSET MANAGEMENT PTY LTD
BRADY & ASSOCIATES PTY. LTD
PICCADILLY FINANCIAL SERVICES PTY LTD
Not authorised to provide personal advice on Securities, Standard Margin Lending
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register