Financial Adviser · BRISBANE CITY, QLD

Lili Hong

5 Years experience
Tax advice
authorised
ASIC Registered · ADV 001286176

Lili Hong is a financial adviser based in Brisbane City, Queensland, with 5 years of experience in the financial services industry. Lili is currently authorised under Dorset Wealth Management Pty Ltd. Lili 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 CFP Certification from FAAA. Lili is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2018
Bachelor of Commerce
University of Queensland
2020
Graduate Diploma of Financial Planning
Kaplan
2022
Master of Financial Planning
Kaplan Professional
2022
SMSF Specialist SSA
SMSF Association
2023
CFP Certification
FAAA

Registration History

Oct 2024 - Present Current
Jul 2024 - Oct 2024 Ceased
Mar 2021 - Jun 2024 Ceased

Source: ASIC Financial Advisers Register