Alicia Li

Alicia Li
...
Alicia Li
...
Alicia Li
...
Alicia Li

Alicia Li CFP®

Financial Adviser

Alicia joined Haintz Financial Services in 2004, and has over 10 years working in the financial services industry.
...
Alicia loves the challenges of the ever changing financial services industry, and prides herself on keeping up to date on legislative changes which bring opportunities for our clients to achieve what is important to them. She develops a close relationship with the clients she looks after. Alicia has considerable expertise in the technical areas of superannuation, taxation, wealth management, executive remuneration including employee share and option plans, and retirement planning.

Alicia Li, Financial AdviserAlicia has 10 years experience in the financial services industry and has worked in the financial planning sector over the last 5 years.Alicia has completed a Bachelor of Economics, a Graduate Diploma of Financial Planning and has recently achieved Certified Financial Planner status (CFP).Alicia loves the challenges of the ever changing financial planning industry and enjoys providing strategic advice to help clients in achieving their lifestyle goals.

Front row (from left): Anne Elliott (General Manager), Sharon Chau (Financial Adviser), Shini Pararajasingham (Receptionist), Alicia Li (Financial Adviser), and Brooklyn Pullin (Associate Adviser).