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