Gloria Li

Associate Advisor

Gloria Li

Associate Advisor

Qualifications:
  • Master of Business (Financial and Risk Management) - Monash University
  • Bachelor of Economics (Finance) - Hebei GEO University
  • Diploma of Financial Planning - Kaplan
  • Chartered Financial Analyst program (Level 1) – CFA Institute

Gloria joined Wallis Payne in 2021 to assist our Financial Advisors with managing our growing business and has since become an invaluable part of the team. She is client focused and enjoys the variety and challenges provided by the financial services industry.

Gloria enjoys hiking and on the weekends you may find her in the Dandenong Ranges National Park.

Tailored financial planning and investment solutions for every stage of your life

Book a Meeting