Financial Adviser
· SYDNEY, NSW
Siu Man Lily Mo
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003345
Siu Man Lily Mo is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Siu is currently authorised under Count Financial Limited. Siu holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Siu's qualifications include a Master of Commerce (Marketing) from University of Western Sydney. Siu 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
1996
Graduate Diploma in Accounting
Macquarie University
1998
Master of Commerce (Marketing)
University of Western Sydney
2002
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2004
Self-Managed Superannuation Funds
Tribeca
2011
Margin Lending and Geared Investments
Kaplan Professional
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insurance products and (b) life risk insurance products, Interest in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Account Products (RSA) and Superannuation.
Source: ASIC Financial Advisers Register