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Ivan Li Location
Melbourne, VIC, AU
Ivan Li Work
Financial Advisor @ (January 2026 - Present)
Associate Director - Private Wealth @ (June 2023 - December 2025)
Associate Director - Private Wealth @ (September 2023 - Present)
Vice President - Wealth BDM | Senior investment specialist @ (February 2021 - June 2023)
Investment Advisor and Responsible Manager of AFSL @ (June 2019 - February 2021)
Institutional Sales @ (February 2018 - January 2019)
Premium Client Manager @ (November 2015 - January 2019)
Research Analyst (Investment banking and Private Equity) @ (July 2010 - June 2012)
Ivan Li Education
The Australian National University
Master's Degree (Master of financial management)
2012-2013
Massey University
Bachelor (Finance, Accounting and Marketing)
Ivan Li Summary
Ivan Li, based in Melbourne, VIC, AU, is currently a Associate Director - Private Wealth at NAB. Ivan Li brings experience from previous roles at Morgan Stanley, NAB, Citi and Pureheart Capital Asia Limited. Ivan Li holds a 2012 - 2013 Master's Degree in Master of financial management @ The Australian National University. Ivan Li has 1 emails on RocketReach.
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