Kevin Duy Khanh Lai
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254959
- Location
- North Sydney NSW 2060
- Licensee
- WCP Super Advice Pty Ltd (AFSL 485616)
- Authorised since
- 8 June 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Business and Bachelor of Arts in International Studies, UTS (2001); Master of Applied Taxation, UNSW (2006); Diploma of Financial Planning, Kaplan Professional (2016)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Kevin Duy Khanh Lai
Kevin Duy Khanh Lai is a financial adviser in North Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001254959.
Kevin provides advice as an authorised representative of WCP Super Advice Pty Ltd, which holds Australian financial services licence 485616. That authorisation dates from 8 June 2016.
According to the register, Kevin first provided financial advice in 2016. The qualifications listed for Kevin include Bachelor of Business and Bachelor of Arts in International Studies (UTS, 2001), Master of Applied Taxation (UNSW, 2006) and Diploma of Financial Planning (Kaplan Professional, 2016). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on self-managed superannuation funds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kevin Duy Khanh Lai a registered financial adviser?
Yes. Kevin Duy Khanh Lai is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254959.
Which licensee does Kevin Duy Khanh Lai work under?
WCP Super Advice Pty Ltd, Australian financial services licence 485616.
What can Kevin Duy Khanh Lai give advice on?
The register lists these advice areas: self-managed superannuation funds.