Sandy Yee-Nga Lui
Financial Adviser in Rhodes, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000313687
- Location
- Rhodes NSW 2138
- Licensee
- 5 Wealth Management Pty Ltd (AFSL 314889)
- Authorised since
- 6 July 2026
- First provided advice
- 2008
- Qualifications
- Bachelor of Business, University of Technoloy Sydney (2003); Diploma of Financial Services (Financial Planning), GWM Adviser Services| Advice Education (2007); Advanced Diploma of Financial Services (Financial Planning), GWM Adviser Services|Three Sixty (2008)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sandy Yee-Nga Lui
Sandy Yee-Nga Lui is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rhodes, New South Wales (adviser number 000313687).
Sandy provides advice as an authorised representative of 5 Wealth Management Pty Ltd, which holds Australian financial services licence 314889. The current authorisation started on 6 July 2026.
The register records 2008 as the year Sandy first provided financial advice. Qualifications and training on file include Bachelor of Business (University of Technoloy Sydney, 2003), Diploma of Financial Services (Financial Planning) (GWM Adviser Services| Advice Education, 2007) and Advanced Diploma of Financial Services (Financial Planning) (GWM Adviser Services|Three Sixty, 2008). Sandy is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Sandy Yee-Nga Lui a registered financial adviser?
Yes. Sandy Yee-Nga Lui is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000313687.
Which licensee does Sandy Yee-Nga Lui work under?
5 Wealth Management Pty Ltd, Australian financial services licence 314889.
What can Sandy Yee-Nga Lui give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.