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.
About Canaccord Genuity Wealth Management:
Canaccord Genuity Wealth Management has long standing expertise in successfully servicing the private client segment of the Australian equity capital market
- Operations in Canada, the US, the UK & Europe, Asia, and Australia and capabilities to list companies on 10 stock exchanges worldwide
- Strong national presence with 131 Wealth Advisers across 8 offices in Australia, including Melbourne, Sydney, Brisbane and Perth
- Entrusted with $27.7b in client assets in Australia - C$120b globally
- Clients and employees have access to extensive global resources and the deep regional expertise of 100+ years in the finance industry
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
-
Adviser status
Gold
- First year providing advice 2008
- Years of experience 18
-
Highest qualification
- Master of Business Administration
-
Languages spoken
- Cantonese
- English
- Mandarin
Canaccord Genuity Financial Limited
Level 62, 25 Martin PlSydney, NSW 2000
Licensed by
Canaccord Genuity Financial Limited
AFSL 239052