Serena Lu

Background

About Serena Lu

Serena is passionate about helping her clients achieve financial freedom. With expertise in leverage, she uses this tool to help her clients springboard their portfolios. She has a broad practice in commercial and residential debt structuring, with qualifications in accounting, finance and banking as well as business administration. She brings the confluence of these skills to help her clients grow. Sourcing loans, Serena enables her clients to achieve their financial goals more quickly, centering all structuring about client priorities. Serena firmly believes that what is most important are individual dreams and aspirations. Finance is not an end in and of it itself, but rather a tool to help her clients achieve the life they wish. Reach out to discuss your goals, mortgage, business debt or to see how her team can assist. She has structured and executed loans of up to $350m at leading banks including Westpac, NAB and CBA. With an extensive network and financial skill set, Serena will endeavour to secure the best possible outcome for all her clients. A finance partner who cares. Serena holds an MBA, BCom (Finance and Accounting) and B.A International Studies. She has attended Harvard University Away from work Serena enjoys volunteering, spending time with the family, swimming, yoga and traveling.