Adviser Profile

Andy Lay

Financial Adviser
Parc Wealth Committee Member

Authorised Representative No. 1311842

A passionate researcher, Andy believes everyone can benefit from sound financial advice. With over 15 years’ industry experience, he is the Parc Wealth ‘go to’ team member for all questions financial, meeting the needs of clients with empathy and integrity. Andy is a parent with a mindset around ‘above and beyond’ and actively pursues ‘right-fit’ and tailored financial strategies in every client scenario. This is evident in his approach to assisting clients achieve their financial goals and objectives at all life stages.

Andy has extensive knowledge of portfolio construction and personal risk cover, while maintaining a keen interest in investing and the share market. Andy’s high level-commitment is met with equal attention to detail, and he keeps constant watch of legislative and industry change. In this capacity, Andy also assists with training and keeping the team well-informed.

Qualifications

  • Bachelor of Business (Banking and Finance)
  • Graduate Diploma in Financial Planning

Authorised Financial Services

The Licensee has provided (Provisional) Authorisation to Chi Leong Lay to provide personal advice and dealing services for the following financial products:

  • Deposit and Payment Products – Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products (Investment Life Insurance and Life Risk Insurance Products)
  • Managed Investment Schemes, including IDPS and MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation