Financial Planner
Current
May 2022 - Present
AeroLeads people directory · profile
John Li Email & Phone Number
Financial Planner
at
Bridges Financial Services
1 work email found
@nab.com.au
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner
Location
Canberra, Australian Capital Territory, Australia
Company size
Who is John Li? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
John Li is listed as Financial Planner at Bridges Financial Services, a with 243 employees, based in Canberra, Australian Capital Territory, Australia. AeroLeads shows a work email signal at nab.com.au and a matched LinkedIn profile for John Li.
John Li previously worked as Senior Financial Adviser at Mlc Australia and Wealth Advisor at National Australia Bank. John Li holds Advanced Diploma Of Financial Planning, Financial Planning And Services, Adfp from Kaplan Professional Education.
Company email context
Email format at Bridges Financial Services
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{first}.{last}@nab.com.au
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AeroLeads found 1 current-domain work email signal for John Li. Compare company email patterns before reaching out.
Profile bio
About John Li
John Li is a Financial Planner at Bridges Financial Services. He possess expertise in banking, financial services, credit, investments, relationship management and 15 more skills. He is proficient in English and Chinese.
Listed skills include Banking, Financial Services, Credit, Investments, and 16 others.
Current workplace
John Li's current company
Company context helps verify the profile and gives searchers a useful next step.
Bridges Financial Services
4 roles
John Li work experience
A career timeline built from the work history available for this profile.
Senior Financial Adviser
Current
Oct 2015 - Present
Wealth Advisor
Awards & Achievements• NAB Financial Planning – Leading Lights 2014 -Build strong relationship with referral partners, coach bankers on identifying quality financial planning opportunities. -Identify and analyse clients financial needs and objectives, then develop and deliver appropriate strategies and product solutions through quality advice statements.-Prepare quality and compliance advice document with personalized and appropriate strategies to achieve… Show more Awards & Achievements• NAB Financial Planning – Leading Lights 2014 -Build strong relationship with referral partners, coach bankers on identifying quality financial planning opportunities. -Identify and analyse clients financial needs and objectives, then develop and deliver appropriate strategies and product solutions through quality advice statements.-Prepare quality and compliance advice document with personalized and appropriate strategies to achieve clients goals and objectives.-Provide advice in the following areas:• Personal Protection• Superanuation • Investment• Tax Effective Strategies• Debt management• Estate planning Show less
Apr 2014 - Oct 2015
Client Service Officer
Award and Achievements:•MLC and NAB - Wealth Advice 2013 Excellence Award-Support five Financial Planners to build and maintain ongoing relationships with clients.-Help Financial Planners to deliver quality and compliance Statement of Advice documents.-Lodge and manage applications and prepare ongoing review documents.
Sep 2011 - Mar 2014
Team & coworkers
Colleagues at Bridges Financial Services
Other employees you can reach at bridges.com.au. View company contacts for 243 employees →
WL
Weeks Linda
Colleague at Bridges Financial ServicesThorneside, Queensland, Australia
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PA
Peter Arnell
Colleague at Bridges Financial ServicesGreater Adelaide Area, Australia
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CB
Cody Bax
Colleague at Bridges Financial ServicesBundall, Queensland, Australia
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TC
Todd Campbell
Colleague at Bridges Financial ServicesGreater Perth Area, Australia
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BT
Ben Taylor
Colleague at Bridges Financial ServicesEverton Park, Queensland, Australia
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HB
Harry Baumeister
Colleague at Bridges Financial ServicesAdelaide, South Australia, Australia
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PS
Peter Semetas
Colleague at Bridges Financial ServicesSydney, New South Wales, Australia
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BR
Barry Richards
Colleague at Bridges Financial ServicesGreater Darwin Area, Australia
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CS
Chris Sterjovski
Colleague at Bridges Financial ServicesAustralia
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AB
Anand Bhosle
Colleague at Bridges Financial ServicesPerth, Western Australia, Australia
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Weeks Linda
Colleague at Bridges Financial ServicesThorneside, Queensland, Australia
View →
PA
Peter Arnell
Colleague at Bridges Financial ServicesGreater Adelaide Area, Australia
View →
CB
Cody Bax
Colleague at Bridges Financial ServicesBundall, Queensland, Australia
View →
TC
Todd Campbell
Colleague at Bridges Financial ServicesGreater Perth Area, Australia
View →
BT
Ben Taylor
Colleague at Bridges Financial ServicesEverton Park, Queensland, Australia
View →
HB
Harry Baumeister
Colleague at Bridges Financial ServicesAdelaide, South Australia, Australia
View →
PS
Peter Semetas
Colleague at Bridges Financial ServicesSydney, New South Wales, Australia
View →
BR
Barry Richards
Colleague at Bridges Financial ServicesGreater Darwin Area, Australia
View →
CS
Chris Sterjovski
Colleague at Bridges Financial ServicesAustralia
View →
AB
Anand Bhosle
Colleague at Bridges Financial ServicesPerth, Western Australia, Australia
View →
3 education records
John Li education
Advanced Diploma Of Financial Planning, Financial Planning And Services, Adfp
Kaplan Professional Education
Diploma Of Financial Planning, Financial Planning And Services, Dfp
Mlc Education
Bachelor'S Degree, Accounting And Finance
FAQ
Frequently asked questions about John Li
Quick answers generated from the profile data available on this page.
What company does John Li work for?
John Li works for Bridges Financial Services.
What is John Li's role at Bridges Financial Services?
John Li is listed as Financial Planner at Bridges Financial Services.
What is John Li's email address?
AeroLeads has found 1 work email signal at @nab.com.au for John Li at Bridges Financial Services.
Where is John Li based?
John Li is based in Canberra, Australian Capital Territory, Australia while working with Bridges Financial Services.
What companies has John Li worked for?
John Li has worked for Bridges Financial Services, Mlc Australia, and National Australia Bank.
Who are John Li's colleagues at Bridges Financial Services?
John Li's colleagues at Bridges Financial Services include Weeks Linda, Peter Arnell, Cody Bax, Todd Campbell, and Ben Taylor.
How can I contact John Li?
You can use AeroLeads to view verified contact signals for John Li at Bridges Financial Services, including work email, phone, and LinkedIn data when available.
What schools did John Li attend?
John Li holds Advanced Diploma Of Financial Planning, Financial Planning And Services, Adfp from Kaplan Professional Education.
What skills is John Li known for?
John Li is listed with skills including Banking, Financial Services, Credit, Investments, Relationship Management, Retail Banking, Commercial Banking, and Finance.
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