John Lai

Financial Adviser

ASIC adviser number:
001003835
Qualifications and training:

2004, Bachelor of Laws, Bachelor Degree (AQF 7), University of New South Wales
2007, Masters of Laws, Masters Degree (AQF 9), The University of Sydney
2015, Master of Business Administration (Executive), Masters Degree (AQF 9), University of New South Wales
2016, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), Mentor Education
2023, SMSF specialist Course, Other, SuperConcepts
2024, Accredited Aged Care Professional, Other, Aged Care Steps Pty Ltd

When adviser first provided advice:
2010
Membership of professional associations:

Finance Brokers Association of Australia (FBAA)

Disciplinary action by ASIC:
None
Location:
Lvl. 13, 219-227 Elizabeth St
Sydney  NSW  2000
AFS licence holder name:
Australian Financial Planning Group Pty Limited
AFS licence number:
000247430
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».