Financial Adviser
· NORTH SYDNEY, NSW
Amanda Hardy Lai
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000301638
Amanda Hardy Lai is a financial adviser based in North Sydney, New South Wales, with 20 years of experience in the financial services industry. Amanda is currently authorised under Supered Pty Ltd. Amanda holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CFP from Financial Advice Association of Australia. Amanda is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2011
Master of Applied Finance (Financial Planning Major)
Kaplan Professional
2015
CFP
Financial Advice Association of Australia
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register