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