Financial Adviser
· REYNELLA, SA
Juan Ni
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252254
Juan Ni is a financial adviser based in Reynella, South Australia, with 9 years of experience in the financial services industry. Juan is currently authorised under Count Financial Limited. Juan 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 Business (Accoutancy) from University of South Australia. Juan is a member of CPA Australia (CPA).
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
2009
Master of Business (Accoutancy)
University of South Australia
2015
Certified Practicing Accountant (CPA)
CPA Australia
2016
Diploma of Financial Planning
International Institute of Technology
2016
Principles in Self-Managed Superannuation Funds
International Institute of Technology
2025
Accredited Listed Product Adviser (ALPA)
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education