LARRY LI
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2001 - Bachelor of Engineering - Bachelor Degree (AQF 7) - Central South University
2006 - Masters of Economics - Masters Degree (AQF 9) - Fudan University
2014 - Chartered Financial Analyst (CFA) - Professional Designations - CFA Institute
2016 - Diploma of Financial Planning - - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Client Egagement Skills - Bridging Course - Behavioural Finance - Kaplan
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.