Lai-fan Lam Financial Planner Report

Name:
Lai-fan Mandy Lam

Rep Number:
001004193

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2015-12-08 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Infinit Wealth Pty. Ltd.

Licence Number:
001237788

ABN:
68 608 651 092

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
Monarch Institute
Advanced Diploma of Financial Planning
University of South Australia
Bachelor of Visual Arts
AAMI
Certificate IV Mortgage Broking
Monarch Institute
Diploma of Financial Planning
Financial Education Professionals
Self - Managed Superannuation Funds & Margin Lending Facilities

Memberships
Financial Planning Association of Australia (FPA)