Financial Adviser · CHATSWOOD, NSW

Josiah Yiu-fai Li

CHATSWOOD, NSW

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000439710

Currently at

Essence Planning

Bundall, QLD (firm address)

View firm profile

Josiah Yiu-fai Li is a financial adviser based in Chatswood, New South Wales, with 13 years of experience in the financial services industry since 2013. Josiah is currently authorised under Professional Investment Services, operating through Essence Planning. Josiah holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Josiah's qualifications include a Bachelor of Business Administration from York University (Canada). Josiah is a member of Financial Services Institute of Australasia (FINSIA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1986

Bachelor of Business Administration

York University (Canada)

2002

Diploma of Financial Planning (8 units)

FPA Australia

2010

Margin Lending and Geared Investments Course

Kaplan Professional

2010

Self Managed Superannuation Funds Course

Kaplan Professional

2013

Accredited Listed Products Adviser Program

Kaplan Professional

2016

Accredited Aged Care Professional Program

Aged Care Steps

2017

Tax for Financial Advising (DFP5v3)

Kaplan Professional

2019

Ethics and Professionalism in Financial Advice Course

Ethics - Kaplan Higher Education

Registration History

Professional Investment Services Pty Ltd

May 2013 - Present Current

Source: ASIC Financial Advisers Register