You Li Email and Phone Number
Proficient understanding across a diverse array of financial markets, including foreign exchange (FX) and equitiesLong-term investor in US & AU equity marketA robust perspective on investments when it comes to trading and conducting research
Nab
View- Website:
- nab.com.au
- Employees:
- 28659
-
Traded Investment Service AnalystNab Jun 2022 - PresentSydney, New South Wales, Australia
-
Investment Sales Service Intermediate AnalystCiti Jun 2021 - PresentSydney, New South Wales, Australia -
Assistant ManagerCiti Aug 2017 - May 2021Sydney, Australia
-
AssociateAp Financial Solutions Jul 2015 - Jul 2017Level 6 Suite 601 83 York Street, Sydney Nsw 2000At First Class Support, I completed a comprehensive Financial Planning training program. I learnt how to deliver advice strategy and rationale for clients in the fields of investment, super, insurance, and tax. I developed an understanding of the day-to-day operations of a financial advisory firm, with first-hand experience in the advice process.The program covered:- Researching products and preparing Product Comparison Checklists- Client and advice document management- Development of superannuation, investment, and tax strategy- Investment portfolio construction- Comprehensive understanding of insurance strategy, including features and benefits- Comprehensive cash flow calculations- Comparing and quoting existing and proposed insurance products
-
InternFirst Class Support Apr 2015 - Jun 2015Level 7 Suite 2 280 George Street, Sydney Nsw 2000At First Class Support, I am currently completing a comprehensive Financial Planning training program. I am learning how to deliver advice strategy and rationale for clients in the fields of investment, super, insurance, and tax. I am developing an understanding of the day-to-day operations of a financial advisory firm, with first-hand experience in the advice process.The program covers:- Researching products and preparing Product Comparison Checklists- Client and advice document management- Development of superannuation, investment, and tax strategy- Investment portfolio construction- Comprehensive understanding of insurance strategy, including features and benefits- Comprehensive cash flow calculations- Comparing and quoting existing and proposed insurance products
-
InternshipHsbc Commercial Banking Nov 2013 - Apr 2014Chongqing City, China
You Li Education Details
-
Finance And Banking -
The National Finance InstituteMortgage Broking -
Diploma Of Financial Planning (Fns50615), Financial Planner Level 1; Rg146 Compliant -
Accounting
Frequently Asked Questions about You Li
What company does You Li work for?
You Li works for Nab
What is You Li's role at the current company?
You Li's current role is Traded Investment Service Analyst at NAB.
What schools did You Li attend?
You Li attended University Of Sydney, The National Finance Institute, Kaplan Professional, La Trobe University.
Who are You Li's colleagues?
You Li's colleagues are Tim Mckenna, Catherine Keogh Cpa, Nab Business Narelle Mclennan, James Lord, Karl Bennett, Akash Singh, Nella Eloi.
Not the You Li you were looking for?
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial