Josiah Yiu-fai Li – Financial Adviser

Adviser identifying number: 439710
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 29/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ESSENCE PLANNING PTY LTD
Authorised Representative identifying number: 439608
Authorised Representative’s ABN: 24163121211

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• ASX Securities – Kaplan
• Bachelor of Business Administration – York University Toronto
• Diploma of Financial Planning – FPA
• Margin Lending – Kaplan
• Self Managed Super Fund Course – Kaplan

Relevant memberships of professional bodies or industry associations:

Josiah Yiu-fai Li is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility