Adam Huy Lai
Financial Adviser in Deakin, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001255689
- Location
- Deakin ACT 2600
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 26 October 2020
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce (Accounting and Financial Planning), Griffith University (2009); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019); FPE016 Self Managed Super Funds, Kaplan Higher Education Pty Limited (2021); FPE011 Debt Strategies, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Huy Lai
Adam Huy Lai is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Deakin, Australian Capital Territory (adviser number 001255689).
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. The current authorisation started on 26 October 2020.
According to the register, Adam first provided financial advice in 2017. Qualifications and training on file include Bachelor of Commerce (Accounting and Financial Planning) (Griffith University, 2009), FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2019) and FPE016 Self Managed Super Funds (Kaplan Higher Education Pty Limited, 2021).
Adam is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Adam Huy Lai a registered financial adviser?
Yes. Adam Huy Lai is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001255689.
Which licensee does Adam Huy Lai work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Adam Huy Lai give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."