Joshua Lam
Financial Adviser
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About
Joshua Lam is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through tailored advice and comprehensive strategies. Joshua holds a Bachelor of Commerce from UNSW (2019) and has completed several industry-leading accreditation programs through SIAA and Kaplan Professional, including the Securities and Managed Investments Accreditation Program (2023), Accredited Derivatives Adviser Level 1 & 2 (ADA1 & ADA2) (2024), Graduate Diploma of Financial Planning (2024), and the Margin Lending Accreditation Program (2024). He is also a member of Chartered Accountants Australia and New Zealand (CA ANZ). Joshua is authorized to provide advice on a range of financial products, including wealth management, securities, derivatives, and government debt securities. This allows him to offer strategic guidance across diverse investment options, ensuring your portfolio aligns with your risk tolerance and financial aspirations. Key services include: • Wealth Management • Investment Strategies • Derivatives Advice • Portfolio Construction • Securities Trading • Government Debt Securities Advice Whether you are looking to grow your wealth, navigate the complexities of derivatives trading, or require expert advice on securities, Joshua is committed to providing clear, informed, and personalised solutions. Contact Joshua today to discuss your financial future and discover how he can help you achieve your objectives.
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Frequently Asked Questions
What types of financial advice does Joshua Lam provide?
Joshua Lam is authorized to provide advice on wealth management, securities, derivatives, and government debt securities. He can help you with investment strategies, portfolio construction, and navigating the complexities of the financial markets.
What qualifications does Joshua Lam have?
Joshua holds a Bachelor of Commerce from UNSW and has completed several industry-leading accreditation programs, including the Securities and Managed Investments Accreditation Program, Accredited Derivatives Adviser Level 1 & 2, Graduate Diploma of Financial Planning, and the Margin Lending Accreditation Program. He is also a member of Chartered Accountants Australia and New Zealand.
What is the process of working with Joshua Lam?
The process typically involves an initial consultation to understand your financial goals and current situation. Following this, Joshua will develop a personalized financial plan tailored to your needs and risk tolerance. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.
What can I expect during my first meeting with Joshua Lam?
During your first meeting, you can expect to discuss your financial goals, current financial situation, risk tolerance, and any specific concerns you may have. Joshua will explain his approach to financial planning and answer any questions you may have. The aim is to establish a clear understanding of your needs and how he can help you achieve your objectives.
Does Joshua Lam work with SMSFs?
While Joshua's expertise lies in wealth management, securities, derivatives, and government debt securities, it's best to contact him directly to discuss your specific SMSF needs and how his services can assist you.
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