James Yuan Li – Financial Adviser

Adviser identifying number: 1236690
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Licence number: 218705
Licensee’s ABN: 74097777725
Licence controlled by: TELSTRA SUPER PTY LTD

The date the Financial Adviser commenced the appointment: 05/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 218705
Authorised Representative’s ABN: 74097777725

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:

• Bachelor of Commerce (Finance, Accounting) – Monash University
• RG146 – Monash University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

James Yuan Li is authorised to provide advices on following products:

• Life Products / Life Risk Insurance Products
• Superannuation