Financial Planner Profile

Name: Mandy Lam

Qualifications: Advanced Diploma in
Financial Planning, accredited Self Managed Super Fund and Margin Lending.

Mandy is committed to building long-term trusted relationships with her clients. She is devoted to helping her clients through the journey of accumulating and protecting their wealth to achieving that lifestyle they dreamt of.

Mandy is a Wealth Creation specialist who holds an Advanced Diploma in Financial Planning and is accredited in providing Self Managed Super Fund and Margin Lending advice. She has 5 years’ experience in the Finance and Banking Profession. Mandy has the passion and belief in personal risk insurance and enjoys working closely with her clients to protect what is most important to them.

Mandy is a great communicator, with a client-focused approach, blessed with Asian-cultured background and fluidity in Cantonese and Mandarin, she is able to clearly communicate complex strategies and concepts in a simple and easy manner.

In her spare time, Mandy enjoys food and traveling. She has traveled to many Australasian countries, including China, Malaysia, Singapore, Thailand, Japan, and New Zealand.

Documents:

Financial Planning Services:

  • Wealth Creation
  • Investment Planning
  • Superannuation
  • Personal Insurance
  • Retirement Planning

  

  • Home & Investment Loans
  • Refinance
  • Debt Consolidation
  • Motor & Equipment Finance