All People
ML
Partner
Marcus Lai
Partner. Wealth & Family Office
Chartered strategist focused on multi-generational family wealth, SMSF strategy and cross-border planning.
CFPCASMSF Specialist
Sydney marcus.lai@triple8.example
Introduction
Marcus leads Wealth and Family Office at Triple Eight Advisory. He works with private clients on portfolio construction, SMSF strategy and the intergenerational transfer of wealth.
Experience
-
2019. PresentPartner, WealthTriple Eight Advisory
-
2012, 2019Senior Wealth AdviserPerpetual Private
Education & Qualifications
-
2011Certified Financial PlannerFAAA
-
2005Chartered AccountantChartered Accountants ANZ
Colleagues on the same practice