Financial Adviser
· MELBOURNE, VIC
Wendy Lam
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271975
About Wendy Lam
Wendy Lam is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Wendy is currently authorised under Lifewealth. Wendy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Wendy's qualifications include a Master of Finance from RMIT University. Wendy 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Business (Accountancy)
RMIT University
2012
Master of Finance
RMIT University
2017
Diploma of Financial Planning
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional