Financial Adviser
· MELBOURNE, VIC
Janice Suk Yee Lai
No disciplinary history on record with ASIC
24
Years experience
ASIC Registered · ADV 001001599
Janice Suk Yee Lai is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry. Janice is currently authorised under Bell Potter Securities Limited. Janice holds authorisations to advise on superannuation, managed investments, securities and derivatives. Their qualifications include a Diploma of Financial Markets from Securities Institute of Australia. Janice is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1999
Diploma of Financial Markets
Securities Institute of Australia
2000
Diploma of Financial Advising
Securities Institute of Australia
2001
Level 2 Accredited Derivatives Adviser
ASX
2011
Margin Lending and Geared Investments
Kaplan Professional Education