Meet Our People

Phone: 0416 151 650


Authorised Representative No: 1003835

Bachelor of Laws

Master of Laws (Taxation)

Master of Business Administration (Executive)

Advanced Diploma of Financial Planning

John Lai

Senior Financial Adviser

John is passionate about providing ethical and honest advice. Before entering financial planning, his career background was in law, taxation, corporate finance, and stockbroking. 

“’I get a sense of satisfaction in building long term relationships with clients and assisting them on their journey. ‘’

Besides work John is a weekend driver to extracurricular activities. He enjoys dining with family and friends at interesting restaurants and motivating himself to go from Couch Potato to 5K!

John is authorised to provide advice on the following types of financial products:

  • Superannuation (including Self-Managed Super Funds)
  • Insurance
  • Retirement Savings Accounts
  • Deposit Products
  • Life Products Including Investment and Risk
  • Managed Investments
  • Securities

Services John can assist you with:

  • Financial Planning
  • Retirement Planning
  • Insurance
  • Investment Management
  • Budgeting


Financial Planning Association of Australia (FPA)

Ethics & Professionalism in Financial Advice