Financial Planning And Analysis Manager
Current
Mar 2020 - Present
AeroLeads people directory · profile
Richard Li Email & Phone Number
Financial Planning and Analysis Manager
at
Perpetual Limited
1 work email found
@cba.com.au
1 phone found area 617
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planning and Analysis Manager
Location
Greater Sydney Area, Australia
Company size
Who is Richard Li? Overview
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Quick answer
Richard Li is listed as Financial Planning and Analysis Manager at Perpetual Limited, a with 988 employees, based in Greater Sydney Area, Australia. AeroLeads shows a work email signal at cba.com.au, phone signal with area code 617, and a matched LinkedIn profile for Richard Li.
Richard Li previously worked as Business Performance Manager at Commonwealth Bank and Manager Expense & Productivity Reporting at Commonwealth Bank. Richard Li holds Cpa Certified, Accounting And Finance from Cpa Australia.
Company email context
Email format at Perpetual Limited
This section adds company-level context without repeating Richard Li's masked contact details.
{last}{first_initial}@cba.com.au
86% confidence
AeroLeads found 1 current-domain work email signal for Richard Li. Compare company email patterns before reaching out.
Profile bio
About Richard Li
Highly motivated finance professional bringing commercial acumen and accounting knowledge with strong personal and technical capabilities. 15+ years of experience in Finance, Product Management, Sales and Distribution roles in major Australian financial institutions. High-energy, engaged and self-motivated with a proven track record of positive stakeholder relationships.
Listed skills include Banking, Financial Modeling, Financial Analysis, Portfolio Management, and 18 others.
Current workplace
Richard Li's current company
Company context helps verify the profile and gives searchers a useful next step.
Perpetual Limited
6 roles
Richard Li work experience
A career timeline built from the work history available for this profile.
Business Performance Manager
Nov 2017 - Mar 2020
Manager Expense & Productivity Reporting
Development and delivery of expense management for the RBS channels. Including timely and accurate monthly reporting as well as providing our key stakeholders with meaningful business insights assisting them to drive efficiency and maximise the value of the RBS distribution footprint.
Sep 2014 - Oct 2017
Productivity Improvement Specialist
Our team look after the SIMPLIFi (previously known as Frontline Advance) email inbox. The goal of SIMPLIFi is to improve or simplify a policy, procedure or process that create additional work or double handling for our staff.
Mar 2012 - Aug 2014
2010 Retail Banking Services (Rbs) Graduate
RBS Decision Support (Aug 2011 – March 2012)RBS Savings Product (Mar 2011 – Aug 2011)Retail Customer Pricing (Sep 2010 – Mar 2011)RBS Direct Banking and Collections (June 2010 – Sep 2010)RBS Branch Network (Nov 2009 – June 2010)
Nov 2009 - Mar 2012
Tax Associate
- Lodged 2007-08 income tax returns for clients with various tax needs- Analysed client income and expenses to provide advice on suitable tax returns- Maintained stringent security and privacy-of-information protocols
Jun 2008 - Dec 2009
Team & coworkers
Colleagues at Perpetual Limited
Other employees you can reach at perpetual.com.au. View company contacts for 988 employees →
JC
Joe Capizzi
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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BP
Bosco Pereira
Colleague at Perpetual LimitedGirraween, New South Wales, Australia
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YW
Yanyu Wang
Colleague at Perpetual LimitedZetland, New South Wales, Australia
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SC
Sarah Clare
Colleague at Perpetual LimitedPerth, Western Australia, Australia
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MD
Maryanne Drewe
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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HG
Hazel Grosman
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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AA
Anna Antonyan
Colleague at Perpetual LimitedSydney, New South Wales, Australia
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MW
Megan Wei
Colleague at Perpetual LimitedSt Leonards, New South Wales, Australia
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JT
Jenny T.
Colleague at Perpetual LimitedGreater Sydney Area, Australia
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JA
James Aghajanian, Cfa
Colleague at Perpetual LimitedEastwood, New South Wales, Australia
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Joe Capizzi
Colleague at Perpetual LimitedGreater Sydney Area, Australia
View →
BP
Bosco Pereira
Colleague at Perpetual LimitedGirraween, New South Wales, Australia
View →
YW
Yanyu Wang
Colleague at Perpetual LimitedZetland, New South Wales, Australia
View →
SC
Sarah Clare
Colleague at Perpetual LimitedPerth, Western Australia, Australia
View →
MD
Maryanne Drewe
Colleague at Perpetual LimitedGreater Sydney Area, Australia
View →
HG
Hazel Grosman
Colleague at Perpetual LimitedGreater Sydney Area, Australia
View →
AA
Anna Antonyan
Colleague at Perpetual LimitedSydney, New South Wales, Australia
View →
MW
Megan Wei
Colleague at Perpetual LimitedSt Leonards, New South Wales, Australia
View →
JT
Jenny T.
Colleague at Perpetual LimitedGreater Sydney Area, Australia
View →
JA
James Aghajanian, Cfa
Colleague at Perpetual LimitedEastwood, New South Wales, Australia
View →
3 education records
Richard Li education
Cpa Certified, Accounting And Finance
Cpa Australia
Lean Six Sigma, Business/Commerce, General
Masters Of Financial Analysis, Finance And Accounting
FAQ
Frequently asked questions about Richard Li
Quick answers generated from the profile data available on this page.
What company does Richard Li work for?
Richard Li works for Perpetual Limited.
What is Richard Li's role at Perpetual Limited?
Richard Li is listed as Financial Planning and Analysis Manager at Perpetual Limited.
What is Richard Li's email address?
AeroLeads has found 1 work email signal at @cba.com.au for Richard Li at Perpetual Limited.
What is Richard Li's phone number?
AeroLeads has found 1 phone signal(s) with area code 617 for Richard Li at Perpetual Limited.
Where is Richard Li based?
Richard Li is based in Greater Sydney Area, Australia while working with Perpetual Limited.
What companies has Richard Li worked for?
Richard Li has worked for Perpetual Limited, Commonwealth Bank, Commonwealth Bank Of Australia, and Australian Taxation Office.
Who are Richard Li's colleagues at Perpetual Limited?
Richard Li's colleagues at Perpetual Limited include Joe Capizzi, Bosco Pereira, Yanyu Wang, Sarah Clare, and Maryanne Drewe.
How can I contact Richard Li?
You can use AeroLeads to view verified contact signals for Richard Li at Perpetual Limited, including work email, phone, and LinkedIn data when available.
What schools did Richard Li attend?
Richard Li holds Cpa Certified, Accounting And Finance from Cpa Australia.
What skills is Richard Li known for?
Richard Li is listed with skills including Banking, Financial Modeling, Financial Analysis, Portfolio Management, Financial Services, Investments, Risk Management, and Equities.
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