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Tommy Li

Verity Financial Advice

Silver
6 Yrs Experience
Bardon, QLD 4065

Tommy is an Authorised Representative of Interprac Financial Planning. He is a Chartered Accountant with over 15 years of experience working with small business owners, specialising in business accounting and tax advisory services.

Having started his finance career as an accountant, he realised that his true passion is helping clients make smarter financial decisions.

Tommy has been an adviser since 2018 and is committed to using his financial expertise and experience in helping clients achieve their goals. His commitment to providing a quality service is shown through continued education in financial planning and complex tax advice.

Approaching a financial adviser can seem daunting at first, and Tommy aims to create a positive experience. By exploring your current situation and discovering what important to you, he will help to articulate your future goals that become the foundation of your financial plan.

He offers a full range of financial advice including superannuation, SMSF, personal insurance and estate planning.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualifications
    • Graduate Diploma of Accounting
    • Graduate Diploma - Chartered Accountant Program
  • Language spoken
    • English

Verity Financial Advice

256 Simpsons Rd
Bardon, QLD 4065

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Interprac Securities

AFSL 246638