Meet Carl Lao

I started working as a financial planner with Bridges in 1987, having previously held corporate accounting roles within a number of companies operating in Australia.

Over the years with Bridges, I’ve developed a professional financial planning practice which provides clients with highly personalised, technically proficient, advice and service.

My professional qualifications span a number of disciplines including accounting, financial planning (including stockbroking) and taxation. I am thereby able to provide clients the benefit of this wide experience when delivering advice.

In conjunction with my financial planning practice, I am also a partner in an accounting practice. This practice satisfies clients’ requirements in relation to specific taxation advice and compliance, once again demonstrating the holistic approach we take with wealth management and advice. 

Financial advice makes a difference

Many people consider financial advice to be advice limited to a particular product or investment, such as a managed fund or their superannuation fund. An investment or product recommendation is really only one part of the financial advice process. Wh…

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