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Rachel Lau

Client Services Officer

 

Bachelor of Business (Advertising & Marketing)

Bachelor of Business Administration (Honours)

Certificate III Financial Services - Certificate 1

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Get in touch
 

02 8355 6170

Email

How I help

With a background in business administration and hands on experience in banking, I would like to let my clients feel comfortable when they start their financial journey with us. I’m dedicated to making financial advice accessible, understandable, and support genuinely.


I help clients by preparing the groundwork for personalised financial advice. By managing key documents and compliance requirements, to sure the advice process remains compliant and timely. I also help to prepare advice documents.

The stock market is a device for transferring money from the impatient to the patient.

Source

Warren Buffett

How does the role you play help clients

My finance journey is driven by a genuine passion for helping clients navigate financial complexity with clarity and confidence. I believe strongly in financial literacy and am committed to empowering every client to make informed decisions.

Rachel Lau

Rachel Lau.png

What I do day-to-day​

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I support financial advisers and clients implement their advice strategies.
 

  • Implementing advice recommendations

  • Records of Advice

  • Compliance Documents (e.g. Fact Find)

  • Contacting superannuation funds

  • Review meeting preparation

  • Application Forms (investment, superannuation/pension)

  • Annature (digital signatures & ID)

Privacy Statement

Financial Services Guide

Complaints Handling

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Lyle Greig Financial Services Pty Ltd ABN 88 125 877 401, trading as Living Financial Advice, is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.

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The information on this website is provided for general information only, it is not advice or financial product advice and is provided for information only. It has been prepared without taking into account your particular financial needs, circumstances and objectives. You should consult your own financial adviser before making any investment decisions.
 

Living Financial Advice and Count does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and we will endeavour to update this website as soon as practicable after changes.

 

Taxation, accounting, and credit services are not provided under authorisation of Count Financial. Where you require these services, we will discuss referral options with you.

(c) Living Financial Advice

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