Josiah Li

Financial Adviser

ASIC adviser number:
000439710
Qualifications and training:

1986, Bachelor of Business Administration, Bachelor Degree (AQF 7), York University (Canada)
2002, Diploma of Financial Planning (8 units), Advanced Diploma (AQF 6), FPA Australia
2010, Margin Lending and Geared Investments Course, Other, Kaplan Professional
2010, Self Managed Superannuation Funds Course, Other, Kaplan Professional
2013, Accredited Listed Products Adviser Program, Other, Kaplan Professional
2016, Accredited Aged Care Professional Program, Other, Aged Care Steps
2017, Tax for Financial Advising (DFP5v3), Other, Kaplan Professional
2019, Ethics and Professionalism in Financial Advice Course, Bridging Course, Ethics, Kaplan Higher Education

When adviser first provided advice:
2013
Membership of professional associations:

Financial Services Institute of Australasia (FINSIA)

Disciplinary action by ASIC:
None
Location:
205 / 443 Victoria Ave
Chatswood  NSW  2067
AFS licence holder name:
Professional Investment Services Pty Ltd
AFS licence number:
000234951
Licence controlled by:
Centrepoint Wealth Pty Ltd
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».