Meet Our People

John Lai

Senior Financial Adviser

John is passionate about providing ethical and honest advice and is accredited for SMSF and Aged Care Professional. 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!