Larry Li Financial Planner Report

Name:
Larry Li

Rep Number:
001246997

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-08-26 onwards

Licensee
Name:

Number:
000237504

ABN:
41 002 574 923

Controlled By:

Appointed By
Name:
Macquarie Equities Limited

Licence Number:
000237504

ABN:
41 002 574 923

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
CFA Institute
Chartered Financial Analyst (CFA)
Kaplan
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)