Financial Adviser · HAWTHORN EAST, VIC

James Yuan Li

11 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001236690

James Yuan Li is a financial adviser based in Hawthorn East, Victoria, with 11 years of experience in the financial services industry. James is currently authorised under Consultum Financial Advisers Pty Ltd. James 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 Certified Financial Planner from Financial Planning Association of Australia Limited. James 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 Deposit Products

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2014

BAchelor of Commerce

Monash University

2016

5 unit CFP Certification Program

Financial Planning Association of Australia Limited

2016

Certified Financial Planner

Financial Planning Association of Australia Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Consultum Financial Advisers Pty Ltd

Oct 2024 - Present Current

Superannuation: Not authorised to provide SMSF advice.

Commonwealth Financial Planning Limited

Jan 2018 - Dec 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Telstra Super Financial Planning Pty Ltd

Oct 2015 - Nov 2017 Ceased

Source: ASIC Financial Advisers Register