Financial Adviser · ADELAIDE, SA

Larry Li

ADELAIDE, SA
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001246997
Currently at
Adelaide, SA (firm address)

Larry Li is a financial adviser based in Adelaide, South Australia, with 10 years of experience in the financial services industry since 2016. Larry is currently authorised under Adelaide Wealth Management (Aust). Larry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Larry's qualifications include a Masters of Economics from Fudan University.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Engineering
Central South University
2006
Masters of Economics
Fudan University
2014
Chartered Financial Analyst (CFA)
CFA Institute
2016
Diploma of Financial Planning
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Client Egagement Skills
Behavioural Finance - Kaplan
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan

Registration History

Jul 2020 - Present Current
Jan 2020 - Feb 2020 Ceased
Aug 2016 - Dec 2019 Ceased

Source: ASIC Financial Advisers Register