|Name||Amy Li, CFP®|
|Company||Lifespan Financial Planning Pty Ltd|
Burwood, NSW 2134
Amy Li is a Certified Financial Planner (CFP) and authorised representative of Lifespan Financial Planning Pty Ltd. Lifespan is the privately owned and operated holder of an Australian Financial Services License.
Amy can help you with saving and investment as well as superannuation, Insurance and retirement planning strategies.
Amy is a Practitioner Member of the Financial Planning Association of Australia Limited and as such abides by their Code of Ethics and Rules of Professional Conduct. He can assist you in meeting your financial planning needs and objectives.
Amy commenced a Bachelor of Law at China Political Science and Law University and Master of Criminology in Ottawa University Canada. She also completed a Advance Diploma of Financial Services (Financial Planning) at Kaplan and completed Certified Financial Planning course through FPA in 2009. Amy is now Certified Financial Planner in Australian.
Cost of Advisory Services
An initial meeting to discuss your financial circumstances is free of charge. At this meeting Amy will establish how she can assist you and gather the information required to prepare a comprehensive financial plan.
Amy will discuss the fee basis with you and agree on the method of charging prior to proceeding.