THE STORY

JOHNNY LY

Johnny became a Financial Planner in May 2010. Prior to this, Johnny worked in the IT industry for 6 years. He worked as a consultant for a large Accounting Software company where he would install and conduct training sessions for Accounting practices as part of implementation. One of the Accounting firms were so impressed with Johnny’s knowledge and communication skills that he was offered a role as an Accountant. However, Johnny was not an Accountant and had no interest in being one. Instead Johnny had personal interests in wealth creation as he would often observe and invest in the Australian Share market. The Accounting Firm was thrilled about this as they were looking to establish a Financial Services offering to complement their existing Accounting and Audit business. Johnny was offered the role of Financial Planner if he was interested but would have to devote time and effort into becoming qualified. Sure enough, Johnny took on the challenge and completed his Diploma of Financial Services (Financial Planning) in a short space of time. 

When Johnny became a Financial Planner in May 2010, he was so intrigued by what he had learned from the Diploma course that his desire to work with clients and help them achieve their goals only grew further. So, without hesitation Johnny studied and completed his Advanced Diploma of Financial Services in the first year of practice. By June 2013, Johnny completed the internationally recognised Certified Financial Planner (CFP®) designation which has a minimum 3 years’ experience requirement.  

Johnny has worked as a Financial Planner for a number of different Financial Services firms, including Fiducian Financial Services where he was awarded the “Most Promising Financial Planner (2013-2014)” and HSBC Bank Australia where he received the “Highest Advice Quality (2015)” recognition.

Johnny speaks fluent Cantonese and is also a registered Justice of the Peace (N.S.W.).