MANDY LAM

Mandy

Paraplanner

Mandy has always committed to helping people through the journey of accumulating and protecting their wealth to achieving that lifestyle they dreamt of.

Mandy has 7 years’ experience in the Finance and Banking Profession and has recently moved from an adviser role to back office support role.

Mandy holds the qualifications of an Advanced Diploma in Financial Planning, SMSF qualifications and Certificate IV in Mortgage broking.

In her spare time, Mandy enjoys food and travelling. She has travelled to many Australasian countries, including China, Malaysia, Singapore, Thailand, Japan and New Zealand.

Our Past Clients

“We are super impressed with the results we’ve had after working with Ben at Rocket Wealth Management. They added a level of personalisation & have simplified the process of wealth management for us. The work ethic, great communication & keen attention to what the customer needs individually set them aside from the others. The whole system has actually been a breeze to use. We’ll definitely be suggesting Rocket Wealth Management to our family & friends in the future.”

-T Logan & S Kinnard Para Hills SA

“We were unsure what we should do in our situation, we had a heap of questions and were unsure about what we should do. Rocket Wealth Management helped us, gave us great ideas that he hadn’t thought of and now feel so much better and more relaxed and happier about our situation and where we are heading.”

-S Hedges Vally View SA

“I very much appreciated the personalised advice and ongoing support given by Rocket Wealth Management”

-J Dawson Mawson Lakes SA