Lai-fan Mandy Lam – Financial Adviser
Adviser identifying number: 1004193
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 08/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INFINIT WEALTH PTY. LTD.
Authorised Representative identifying number: 001237788
Authorised Representative’s ABN: 68608651092
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Planning – Monarch Institute
- Bachelor of Visual Arts – University of South Australia
- Certificate IV Mortgage Broking – AAMI
- Diploma of Financial Planning – Monarch Institute
- Self – Managed Superannuation Funds & Margin Lending Facilities – Financial Education Professionals
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Lai-fan Mandy Lam is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility