Si Dong Ni
Financial Adviser in Mount Waverley, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238038
- Location
- Mount Waverley VIC 3149
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 31 January 2022
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce, Monash University (2010); Bachelor of Economics, Monash University (2010); Master of Business, Monash University (2013); FPC001B Economic and Legal Context for Financial Planning, Kaplan Professional (2021); FPC006 Tax and Commercial Law for Financial Planning, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2023); SMSF Essentials Course, Smarter SMSF (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Si Dong Ni
Si Dong Ni is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mount Waverley, Victoria (adviser number 001238038).
Si provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 31 January 2022.
According to the register, Si first provided financial advice in 2015. Qualifications and training on file include Bachelor of Commerce (Monash University, 2010), Bachelor of Economics (Monash University, 2010) and Master of Business (Monash University, 2013). Si is recorded as a member of Financial Advice Association of Australia (FAAA).
Si is authorised to advise 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.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
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Questions people ask
Is Si Dong Ni a registered financial adviser?
Yes. Si Dong Ni is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238038.
Which licensee does Si Dong Ni work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Si Dong Ni give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."