Tommy Li

Tommy is an Authorised Representative of Advice Practice Alliance. He is a Chartered Accountant with over 20 years of experience working with small business owners, specialising in the healthcare space.

Having worked with many medical professionals as an accountant, he realised that his true passion is helping them make smarter financial decisions. He also noticed the same problem across the medical field: multiple advisers, disconnected advice, and missed opportunities. That’s why he built the Wealth Compass System™, a structured approach that aligns tax, lending, and financial planning into one clear direction. It’s financial guidance designed for the realities of healthcare, complex structures, time pressure, and high professional risk.

His mission is simple: give doctors clarity, structure, and confidence to support their major financial decisions. One customised plan, so they can focus on what really matters. Start with a Doctor Financial Scorecard™ and be informed for the decisions ahead.

Professional qualifications and memberships:

Registered Tax Agent – Tax Practitioner Board (TPB)

Registered Financial Adviser (ASIC) - Authorised Representative No. 1261831

Member of Chartered Accountants Australia and New Zealand

Member of Financial Advice Association Australia