Wing Ling Lau
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000289990
- Location
- Sydney NSW 2000
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 23 June 2020
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce (Finance), University of Wollongong (2000); Master of Banking, University of Wollongong (2002); Diploma of Financial Services (Financial Planning), AMP Limited (2005); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2007); Certified Practising Accountant, FPA (2011); Margin Lending and Geared Investments, Kaplan Professional (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA); Mortgage and Finance Association of Australia (MFAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Wing Ling Lau
Wing Ling Lau is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000289990).
The licensee Wing advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 23 June 2020.
The register records 2005 as the year Wing first provided financial advice. The qualifications listed for Wing include Bachelor of Commerce (Finance) (University of Wollongong, 2000), Master of Banking (University of Wollongong, 2002) and Diploma of Financial Services (Financial Planning) (AMP Limited, 2005). Professional memberships recorded: CFP – Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia (MFAA).
Wing is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Wing Ling Lau a registered financial adviser?
Yes. Wing Ling Lau is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000289990.
Which licensee does Wing Ling Lau work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Wing Ling Lau 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.