Financial Adviser
· MONA VALE, NSW
Cherry Lai
No disciplinary history on record with ASIC
MONA VALE,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252353
Cherry Lai is a financial adviser based in Mona Vale, New South Wales, with 8 years of experience in the financial services industry since 2018. Cherry is currently authorised under Fd AFSL. Cherry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cherry's qualifications include a Master of Financial Planning from Western Sydney University.
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
2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2018
Master of Financial Planning
Western Sydney University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education