Data sourced from ASIC Financial Advisers Register
Financial Adviser · MOUNT WAVERLEY, VIC

Si Dong Ni

11 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001238038

Si Dong Ni is a financial adviser based in Mount Waverley, Victoria, with 11 years of experience in the financial services industry. Si is currently authorised under Capstone Financial Planning Pty Ltd. Si 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 from Monash University. Si 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Commerce
Monash University
2010
Bachelor of Economics
Monash University
2013
Master of Business
Monash University
2021
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional
2021
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2025
SMSF Essentials Course
Smarter SMSF

Registration History

Capstone Financial Planning Pty Ltd
Jan 2022 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
Commonwealth Financial Planning Limited
May 2021 - Dec 2021 Ceased
Not authorised to provide personal advice on Securities, SMSF and Standard Margin Lending.
Commonwealth Financial Planning Limited
Dec 2015 - Mar 2021 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register