Amanda Lai
Financial Adviser
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About
Amanda Lai is an ASIC-registered financial adviser dedicated to helping individuals and families in North Sydney and across Australia achieve their financial goals. With a strong academic foundation including an Advanced Diploma of Financial Services (Financial Planning) from Tribeca (2006) and a Master of Applied Finance (Financial Planning Major) from Kaplan Professional (2011), Amanda combines theoretical knowledge with practical experience. She further cemented her commitment to excellence by attaining the CFP designation from the Financial Advice Association of Australia (FAAA) in 2015. A dedicated member of the FAAA, Amanda stays current with industry best practices, evidenced by her recent completion of Ethics and Professionalism in Financial Advice with Kaplan Professional (2025). Amanda is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She offers tailored strategies for Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice and planning • Wealth creation and management strategies • Retirement planning and income streams • Insurance solutions to protect your assets and family • Investment advice and portfolio construction Ready to take control of your financial future? Contact Amanda today for a consultation and personalized financial roadmap.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Amanda Lai provide?
Amanda Lai specializes in providing advice on superannuation, insurance, wealth management, and retirement planning. She can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Amanda Lai have?
Amanda holds an Advanced Diploma of Financial Services (Financial Planning), a Master of Applied Finance (Financial Planning Major), and the CFP designation. She is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Amanda?
During your initial consultation, Amanda will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then explain her approach to financial planning and discuss how she can help you achieve your objectives. This meeting is an opportunity for you to ask questions and determine if Amanda is the right fit for your needs.
How does Amanda stay up-to-date with the latest financial regulations and industry trends?
As a member of the Financial Advice Association of Australia (FAAA) and through ongoing professional development, Amanda is committed to staying informed about the latest changes in the financial industry. Her recent completion of Ethics and Professionalism in Financial Advice demonstrates this commitment.
What is the process for becoming a client of Amanda Lai?
The first step is to schedule an initial consultation. Following the consultation, if you decide to proceed, Amanda will develop a personalized financial plan tailored to your specific needs and goals. She will then work with you to implement the plan and provide ongoing support and advice.
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