Financial Adviser · MALVERN, VIC

Chi Leong Lay

MALVERN, VIC
1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001311842
Practice
Malvern, VIC (practice address on ASIC register)
Licensed through Parc Wealth Group

About Chi Leong Lay

Chi Leong Lay is a financial adviser based in Malvern, Victoria, with 1 year of experience in the financial services industry since 2025. Chi works at Parc Wealth Management, which is licensed through Parc Wealth Group. Chi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chi holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Sep 2024 - Present Current

Source: ASIC Financial Advisers Register