Josiah Yiu-Fai Li
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000439710
- Location
- Chatswood NSW 2067
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 29 May 2013
- First provided advice
- 2013
- Qualifications
- Bachelor of Business Administration, York University (Canada) (1986); Diploma of Financial Planning (8 units), FPA Australia (2002); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Self Managed Superannuation Funds Course, Kaplan Professional (2010); Accredited Listed Products Adviser Program, Kaplan Professional (2013); Accredited Aged Care Professional Program, Aged Care Steps (2016); Tax for Financial Advising (DFP5v3), Kaplan Professional (2017); Ethics and Professionalism in Financial Advice Course, Kaplan Higher Education (2019)
- Memberships
- Financial Services Institute of Australasia (FINSIA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Josiah Yiu-Fai Li
Josiah Yiu-Fai Li is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 000439710).
Josiah provides advice as an authorised representative of Professional Investment Services Pty Ltd, which holds Australian financial services licence 234951. The current authorisation started on 29 May 2013.
The register records 2013 as the year Josiah first provided financial advice. The qualifications listed for Josiah include Bachelor of Business Administration (York University (Canada), 1986), Diploma of Financial Planning (8 units) (FPA Australia, 2002) and Margin Lending and Geared Investments Course (Kaplan Professional, 2010). Professional memberships recorded: Financial Services Institute of Australasia (FINSIA).
Josiah is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Josiah Yiu-Fai Li a registered financial adviser?
Yes. Josiah Yiu-Fai Li is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000439710.
Which licensee does Josiah Yiu-Fai Li work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Josiah Yiu-Fai Li give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.