Financial Adviser
· SYDNEY, NSW
Lei Cai
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000421473
Lei Cai is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Lei is currently authorised under Masu Financial Management Pty Ltd. Lei 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 Master of Applied Finance from University of Western Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Commerce
Sydney Institute of Technology
2008
Bachelor of Commerce
Macquarie University
2010
Master of Applied Finance
University of Western Sydney
2012
Diploma of Financial Services
Kaplan Higher education Pty Ltd
2022
FPC0001B
Other - Kaplan Professional
2022
FPC006
Other - Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher eduaction Pty Ltd
Registration History
Source: ASIC Financial Advisers Register