Cherry Lai MFinPlan
Adviser/Principal
The best way to predict the future is to invent it.
Cherry has spent over a decade in the financial planning industry and has always enjoyed the personal touch and flexibility that smaller, boutique firms can offer to clients.
Cherry takes a holistic approach to financial planning to find a strategy and a solution specific to each individual/family’s financial circumstances. Educating her clients and guiding them through making informed financial decisions is her drive to always continue to explore new opportunities.
Cherry is a shareholder of Financial Decisions. She is remunerated by salary and receives a dividend from the firm.
Aside from her Masters degree in Financial Planning, Cherry also holds a Diploma of Mortgage Broking and a Bachelor of International Studies. She has a great appreciation of different cultures and languages and enjoys travelling.
In her spare time, Cherry enjoys a little competition when it comes to social racket sports to stay active, but is also intact with her inner grandma hobbies of embroidery, painting, gardening and hand crafts.
ASIC Representative Number – 001252353
Cherry is licensed to give advice in the following areas:
- Deposit and Payment Products – Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Investment Life Insurance Products
- Life Risk Insurance Products
- Managed Investment Schemes, including IDPS and MDA services
- Retirement Savings Account Products
- Securities
- Superannuation – All
- Standard Margin Lending Facility