Meet our principal financial adviser

Michelle Li, our principal financial adviser, who has built a great reputation and strong relationship with her clients over the past 10 years.

Michelle commenced her financial planning career in 2012. She worked as private and premium bank financial adviser in well-known institutions like Westpac and ANZ.

She specialises to provide holistic financial advice including superannuation, SMSF, investment, risk management, retirement planning, wealth creation and personal insurance.

Education background

  • Certified Financial Planner (CFP®)
  • Master of Financial Planning,
  • Bachelor of Finance
  • SMSF specialist
  • Margin lending specialist
  • FASEA Financial Adviser Exam
1300 952 286
1300 952 286