Lawrence Sam-wah Lam – Financial Adviser

Adviser identifying number: 1005677
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988

Name of the licence holder: LUNAWAVE PTY. LIMITED
Licence number: 225759
Licensee’s ABN: 33003565080
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LUNAWAVE PTY. LIMITED
Authorised Representative identifying number: 225759
Authorised Representative’s ABN: 33003565080

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:

  • CPA Program – CPA Australia
  • Diploma of Financial Planning – FPA
  • Master of Business Law – University of Sydney
  • Series 3 & 7 Exam – NASD, USA
  • Specialist SMSF Course – University of Adelaide & Cavendish

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)
  • Financial Services Institute of Australia

Lawrence Sam-wah Lam is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit 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
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility