Amanda Lai Email
Financial Planner @ Retirement Essentials
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Amanda Lai Location
- Melbourne, VIC, AU
Amanda Lai Work
- 2024 -now Financial Planner @
- 2019 -2024 Senior Analyst Quality Assurance @
- 2017 -2018 Financial Planner @
- 2012 -2017 Financial Planner @ Peninsula Financial Group Pty Ltd
- 2006 -2012 Portfolio Manager @ LEGGETT FINANCIAL Pty Ltd
Amanda Lai Education
- Kaplan Professional
- Monash University
Amanda Lai Skills
- Attention to Detail
- Analytical Skills
- Communication
- Coaching
- Teamwork
- Portfolio Management
- Financial Planning
- Investments
- Wealth Management
- Investment Strategies
- Retirement Planning
- Equities
- Financial Services
- Asset Management
- Investment Advisory
- Superannuation
- Financial Advisory
- Risk Management
- Wealth Accumulation
- Income Protection
- Insurance
- Asset Allocation
- Estate Planning
- Banking
- Finance
Amanda Lai Summary
- Amanda Lai, based in Melbourne, VIC, AU, is currently a Financial Planner at Retirement Essentials. Amanda Lai brings experience from previous roles at Big 4 Consultancy Firm, Diversified Financial Planners Pty Ltd, Peninsula Financial Group Pty Ltd and LEGGETT FINANCIAL Pty Ltd. Amanda Lai holds a Kaplan Professional. With a robust skill set that includes Attention to Detail, Analytical Skills, Communication, Coaching, Teamwork and more. Amanda Lai has 3 emails on RocketReach.
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