Lili Hong CFP®
About Me
Lili Hong is a highly accomplished Financial Adviser, recognised for her expertise and dedication to the profession. In 2022, she was honoured with the prestigious FPA Financial Planner AFP® of the Year award, a testament to her excellence in financial planning. This accolade highlights her commitment to delivering outstanding service and her ability to build strong, lasting relationships with her clients. Lili holds the Certified Financial Planner® designation and is a member of the Financial Advice Association Australia (FAAA) and an SMSF Specialist Advisor (SSA®). Additionally, she has earned the Accredited Behavioural Finance ProfessionalSM (ABFP®) and Chartered Retirement Planning CounsellorSM (CRPC®) designations, further demonstrating her dedication to continuous professional growth and staying at the forefront of the industry.
Areas of Focus
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 3 Years
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Licensed By Dorset Wealth Management Pty Ltd