KEVIN DUY KHANH LAI
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2001 - Bachelor of Business and Bachelor of Arts in International Studies - Bachelor Degree (AQF 7) - UTS
2006 - Master of Applied Taxation - Masters Degree (AQF 9) - UNSW
2016 - Diploma of Financial Planning - - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.