Jin Li Email
Practice Manager @ Future Wealth Planners
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Jin Li Location
- Perth, WA, AU
Jin Li Work
- 2025 -now Practice Manager @
- 2024 -2025 Manager and Financial Adviser @
- 2023 -2024 Practice Manager - Authorised Representative @
- 2023 -2023 Head of Client Services @
- 2016 -2022 Senior Remediation Manager @
- 2014 -2016 Senior Financial Planner @ Westpac
- 2010 -2014 Financial Planner @ JVA Financial Services
- 2010 -2010 Senior Para-Planner @ Plexus Wealth
- 2008 -2009 Associate Financial Planner @ WB Financial
Jin Li Education
- The University of Western Australia
Bachelor of Economics (Banking, Finance and Accounting)
2000-2003
Jin Li Skills
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Financial Advisory
- Investments
- Investment Strategies
- Estate Planning
- Portfolio Management
- Retirement
- Asset Allocation
- Insurance
- Financial Analysis
- Equities
- Self Managed Superannuation Fund
- Financial Planning
- Income Protection
- Wealth
- Financial Reporting
- Finance
- Strategic Financial
- Liderazgo de equipos
- Self Managed
- Process Improvement
- Strategy
- Management
- Commercial Banking
- Retail Banking
- Credit Analysis
- Banking
- Commercial Lending
- Credit Risk
- Credit
- Loans
- Small Business Lending
- Trade Finance
- Relationship Management
- Financial Services
- Financial Risk
- Commercial Mortgages
- Business Development
- Business Relationship Management
- Commercial Real Estate
- Financial Markets
- Consumer Lending
- Investment Properties
- Accounting
- Funding
- Risk Management
- Cross Selling
- Mortgage Lending
- Financial Structuring
Jin Li Summary
- Jin Li, based in Perth, WA, AU, is currently a Practice Manager at Future Wealth Planners. Jin Li brings experience from previous roles at AXIS Financial Group, Symmetry Financial Group, PictureWealth and BT Financial Group. Jin Li holds a 2000 - 2003 Bachelor of Economics in Banking, Finance and Accounting @ The University of Western Australia. With a robust skill set that includes Retirement Planning, Wealth Management, Strategic Financial Planning, Financial Advisory, Investments and more. Jin Li has 1 emails on RocketReach.
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