Financial Adviser
· PERTH, WA
Xi Ryan Li
No disciplinary history on record with ASIC
PERTH,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269366
Xi Ryan Li is a financial adviser based in Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Xi is currently authorised under Euroz Hartleys Limited, operating through Euroz Hartleys. Xi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Xi's qualifications include a Master of Science (Actuarial and Financial Science) from Curtin University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce (Accounting)
Curtin University of Technology
2013
Master of Science (Actuarial and Financial Science)
Curtin University of Technology
2017
Advanced Diploma of Financial Planning
Monarch Institute
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register