James Yuan Li
Financial Adviser in Hawthorn East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001236690
- Location
- Hawthorn East VIC 3123
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 25 October 2024
- First provided advice
- 2015
- Qualifications
- BAchelor of Commerce, Monash University (2014); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2016); Certified Financial Planner, Financial Planning Association of Australia Limited (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Superannuation: Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About James Yuan Li
James Yuan Li is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hawthorn East, Victoria (adviser number 001236690).
James provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. That authorisation dates from 25 October 2024.
According to the register, James first provided financial advice in 2015. Qualifications and training on file include BAchelor of Commerce (Monash University, 2014), 5 unit CFP Certification Program (Financial Planning Association of Australia Limited, 2016) and Certified Financial Planner (Financial Planning Association of Australia Limited, 2016). James is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation: Not authorised to provide SMSF advice.”
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Questions people ask
Is James Yuan Li a registered financial adviser?
Yes. James Yuan Li is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001236690.
Which licensee does James Yuan Li work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can James Yuan Li give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts. It also records this restriction: "Superannuation: Not authorised to provide SMSF advice."