Financial Adviser
· SYDNEY, NSW
John Lai
No disciplinary history on record with ASIC
SYDNEY,
NSW
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003835
Licensee
Sydney, NSW (licence address on ASIC register)
About John Lai
John Lai is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry since 2010. John is currently authorised under Australian Financial Planning Group. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include a Masters of Laws from The University of Sydney. John is a member of Finance Brokers Association of Australia (FBAA).
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
2004
Bachelor of Laws
University of New South Wales
2007
Masters of Laws
The University of Sydney
2015
Master of Business Administration (Executive)
University of New South Wales
2016
Advanced Diploma of Financial Planning
Mentor Education
2023
SMSF specialist Course
SuperConcepts
2024
Accredited Aged Care Professional
Aged Care Steps Pty Ltd
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register