Kong Lau
About Me
ADFP, BCom(Acc), JP
Experienced superannuation and retirement planning adviser with over 10 years of experience helping clients with ongoing and complex financial situation.
Passionate in understanding and interpreting client circumstances to provide simple and easy to follow advice that can promote and improve financial and emotional wellbeing.
Strengths include research and knowledge of financial instruments and products and financial strategies. Skilled in relationship building, superannuation, defined benefit, communication and financial strategy and management.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 9 Years
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Licensed By Lambert Group Management Pty Ltd