Yan Li Financial Planner Report

Name:
Yan Li

Rep Number:
001004949

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2012-10-25 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Flinders University
Bachelor of Banking & International Finance
Flinders University
Bachelor of Information Technology
The Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)

Memberships
Financial Planning Association of Australia (FPA)