Financial Adviser · DEAKIN, ACT

Adam Huy Lai

DEAKIN, ACT

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001255689

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Adam Huy Lai

Adam Huy Lai is a financial adviser based in Deakin, Australian Capital Territory, with 9 years of experience in the financial services industry since 2017. Adam is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam's qualifications include a Bachelor of Commerce (Accounting and Financial Planning) from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Commerce (Accounting and Financial Planning)

Griffith University

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2021

FPE016 Self Managed Super Funds

Kaplan Higher Education Pty Limited

2025

FPE011 Debt Strategies

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Oct 2020 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Count Financial Limited

Jun 2017 - Sep 2020 Ceased

Not authorised to provide personal advice on SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register