Director at Mortgage IQ, Phil Lau is a proven financial service professional with a passion for helping his clients achieve their financial goals. Phil began his career as a Chartered Accountant and has over 30 years of experience in accounting and finance for major international and national professional advisory firms. Phil believes that his experience and skill can help average Australians become financially smart.
Phil holds a Graduate Diploma of Finance and Mortgage Broking Management, Cert IV in Property Services (Real Estate), Diploma in Applied Finance and Investment, Diploma of Chartered Accounting (CA) and Bachelor of Economics (Accounting)
Phil specializes in the following areas:
1. SMSF lending
2. Expat and non-resident lending
3. Restructure of portfolios to obtain best outcomes from a cashflow and tax perspective
4. Assist investors to reach the next level in their investment strategy
5. Retirement planning and risk mitigation