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Lawrence Law

Senior Wealth Adviser, Wealth Management, BE, MBA, CFP, ADFS (FP)

Expert in complex financial planning and investment strategies for HNW clients

Global insight, local understanding—tailored financial advice for building and preserving wealth

Clients partner with Lawrence for his personable approach, deep industry insight, and ability to simplify complex financial matters across languages and cultures. With over 17 years of experience in senior advisory roles at leading domestic and international banks, he has advised HNW and UHNW individuals and entities on building and preserving wealth. Lawrence implements tailored strategies in wealth management, superannuation (including SMSFs), retirement planning, and investments. Lawrence is always grounded in best practice and a commitment to long-term outcomes.

Authorisations

Lawrence Law can advise on the following product areas:

  • Financial Product Advice
  • Deposit and Payment Products
  • Life Products
  • Managed Investment Schemes
  • Securities
  • Superannuation
  • Margin Lending Facility
  • Government Debentures, Stocks or Bonds
  • Retirement Savings Account

Qualifications

  • Self Managed Superannuation Funds, Kaplan, 2013
  • Certified Financial Planner, FPA, 2011
  • Advanced Diploma of Financial Services (Financial Planning), Kaplan, 2004
  • Master of Business Administration, UWA, 2000
  • Bachelor of Engineering (Civil/Structural), UWA, 1998

Détails Du Contact

0493 613 873

LLaw@cgf.com