Financial Adviser · SYDNEY, NSW

Wing Ling Lau

21 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000289990

Wing Ling Lau is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Wing is currently authorised under Lifespan Financial Planning Pty Ltd. Wing 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 Banking from University of Wollongong. Wing is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia (MFAA).

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

2000

Bachelor of Commerce (Finance)

University of Wollongong

2002

Master of Banking

University of Wollongong

2005

Diploma of Financial Services (Financial Planning)

AMP Limited

2007

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2011

Certified Practising Accountant

FPA

2011

Margin Lending and Geared Investments

Kaplan Professional

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Lifespan Financial Planning Pty Ltd

Jun 2020 - Present Current

Akumin Financial Planning Pty Limited

Jun 2005 - Jun 2020 Ceased

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

Source: ASIC Financial Advisers Register