Financial Adviser · WHEELERS HILL, VIC

Chen Hao Li

1 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001310719

Chen Hao Li is a financial adviser based in Wheelers Hill, Victoria, with 1 year of experience in the financial services industry. Chen is currently authorised under Capstone Financial Planning Pty Ltd. Chen 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 Masters of Financial Analysis from LaTrobe University.

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 and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)

Authorised to provide tax financial advice services

Qualifications and Training

2008

Business Law LST1BSL

LaTrobe University

2009

Taxation ACC3Tax

LaTrobe University

2011

Bachelor of Accounting

LaTrobe University

2012

Masters of Financial Analysis

LaTrobe University

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Aug 2024 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)

Source: ASIC Financial Advisers Register