Donald Lai is an experienced professional in the financial services industry, currently serving as an Advice Complaints Case Manager at ANZ since October 2021. Prior to this role, Donald held the position of Advice Remediation Manager at AMP from June 2020 to October 2021. Donald's extensive experience at ANZ spans from March 2007 to June 2020, during which various roles were undertaken, including Senior Financial Planner, Team Manager, and Financial Planner, among others. Educational qualifications include a Graduate Diploma in Financial Planning from Kaplan Business School (July 2019 - February 2022), Self Managed Superannuation Funds Accreditation (2012), and a Bachelor of Business in Applied Finance from Western Sydney University (2003 - 2007).
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