Lisa Lu

Background

About Lisa Lu

Superannuation, investments and insurance can be confusing to many people. It is time consuming to really understand the differences between the numerous products from various providers in the marketplace. Sometimes we even have problems finding suitable financial solutions for ourselves. As an experienced and knowledgeable advisor, I can help and guide your financial journey to achieve your goals while saving you time and money. With an engineering background in China, I migrated to New Zealand and studied business and accounting in 1996. In I moved to Australia and worked as an account officer for a few years. Since 2004, I started to change my career to the insurance and finance industry. Insurance is always my passion as I can see how insurance payouts can substantially help my clients through difficult times over the years. However, as a financial planner, my services are more than just insurance. I can help you to review your overall financial position while providing you practical advice in risk protection, investment, superannuation, retirement planning and estate planning. I love to talk to people, and I think that is why I changed my career from an accountant to a financial advisor. I genuinely want to find what clients want and why they want it to assist me in tailoring a solution for them. I am also an authorised representative of Community Broker Network; Acurancy Insurance Services and I am able to provides general insurance services. If you want to have a trustworthy and competent advisor to help you during your financial journey, please contact me.