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Sandra Lau

Senior Financial Adviser

Location: Melbourne

Qualifications

  • DFP 8
  • Bachelor of Business
  • Self Managed Superannuation Funds
  • Margin Lending and Geared Investments
  • Certified Financial Planner ®
  • Chartered Accountant (CA)

Experience

  • Been in financial services industry since 2002
  • Been a financial adviser since 2002

Memberships & Professional Designations

Key person protection

Ownership protection

Employee protection

Working with our planners

Engagement process

Cashflow management

Debt management

Wealth management

Personal risk management

Retirement readiness

Estate planning

Our Philosophy

Our History

Our Solutions

Community

Awards