Financial Adviser · BOWEN HILL, QLD

Tommy Li

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001261831
Currently at
Brisbane City, QLD

Tommy Li is a financial adviser based in Bowen Hill, Queensland, with 8 years of experience in the financial services industry since 2018. Tommy is currently authorised under Advice Practice Alliance, operating through Verity Finance. Tommy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tommy's qualifications include a Graduate Diploma in Accounting from Murdoch University. Tommy is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and National Tax and Accountants Association (NTAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Exclude Margin Lending Advice

Authorised to provide tax financial advice services

Qualifications and Training

2004
Graduate Diploma in Accounting
Murdoch University
2016
Chartered Accountant (CA)
Chartered Accountants (CA)
2016
Graduate Diploma (CA)
Chartered Accountants ANZ
2017
Accountants Self Managed Superannuation Funds Package
Kaplan Professional
2017
FNS50615 Diploma of Financial Planning
Kaplan Professional
2021
FNS60415 Advanced Diploma of Financial Planning
International Institute of Technology (IIT)
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Jan 2026 - Present Current
Exclude Margin Lending Advice
Sep 2023 - Jan 2026 Ceased
Apr 2022 - Sep 2023 Ceased
Feb 2021 - Mar 2022 Ceased
Financial product advice restricted as per Notice of Authorisation
Jun 2018 - Aug 2019 Ceased

Source: ASIC Financial Advisers Register