Adam Lai

Argentis

Silver
5 Yrs Experience
Woolloongabba, QLD 4102
2019 Young Adviser of the Year Award Winner - Count Financial

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 20
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

Argentis

28 Balaclava Street
Woolloongabba, QLD 4102

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665

4.90
20 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 20

Sort by

4.75

"Adam was prompt and easy to work with during a very tense time! Highly recommend."

  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam impressed as being informed and informative. His delivery style is confident and he articulated the information in a way that I readily understood. My questions were answered in an holistic manner to provide the reasoning and working of certain aspects. Presenting himself in a professional yet friendly manner, I recommend Adam to anyone seeking a long term relationship with someone they can trust to look after their financial well-being."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam was able to explain things to my husband and I in a clear way. Through Adam's knowledge and experience, we feel very confident that the advice given was right for our needs. We received Adam's full care and attention when we needed it.' Adam has always gone over and above when we have required assistance or had any queries in relation to our finances. We would have no hesitation in recommending Adam to advise on your financial needs."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Adam has been very helpful in identifying the right level of life, TPD and income protection cover for my circumstances. He's always approachable and responsive when I have questions. I'd recommend him to anyone looking for advice."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam is knowledgeable, consistent and approachable. Working with him has been extremely easy. He is a fantastic advisor and I would highly recommend him to others."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam reviewed my personal insurance policies and without pressuring, insisted that I consider trauma, life and income protection insurance. He clearly broke down the benefits of each type of cover, and provided various options based on what was most important to me. I know that I can contact Adam anytime, and that he will provide me with his full attention and care."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Adam is very professional and helpful in all areas, would recommend"

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam has given me advice on Superannuation, Insurance and Tax Management Strategies. Adam explained things to me in a clear way and followed up promptly with any further information that I required. I would be happy to recommend Adam to family, friends or business colleagues."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've found Adam to be smart, honest and direct. He does his homework on my circumstances so when we meet, he knows my situation intimately. Together with his caring approach, he has been able to give me some good targeted advice at the right time."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adam is a very knowledgeable and helpful financial adviser. He has given me very beneficial advice I can implement now and as my circumstances change in the future. I have already referred Adams contact details to friends. I will certainly return to Adam for further guidance in the future. Jann N"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 20

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Accounting and Financial Planning)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2009

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019
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