Tony Lu Email & Phone Number
Director and Senior Financial Planner @ Inner Wealth
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Tony Lu Location
- Sydney, NSW, AU
Tony Lu Work
- 2020 -now Director and Senior Financial Planner @
- 2019 -2020 Senior Financial Planner @
- 2005 -2020 Financial Advisor @
- 2003 -2005 Transition Service Consultant @ ING Australia
Tony Lu Education
- Financial Planning Association
CFP (Financial Planning)
2009-2012 - Kaplan
Advanced Diploma of Financial Services (Financial Planning)
2008-2009 - Kaplan
Diploma of Financial Services (Financial Planning)
2005-2008 - UNSW
Bachelor (Information Systems)
2000-2003
Tony Lu Skills
- Asset Management
- Estate Planning
- Financial Advice
- Budgets
- Superannuation
- Strategic Financial Planning
- Investment Advisory
- Management
- Investments
- Change Management
- Mortgage Lending
- Problem Solving
- Pensions
- Retirement
- Wealth
- Retirement Planning
- Disability Insurance
- Financial Advisory
- Risk
- Leadership
- Funding
- Self Management
- Risk Management
- Mentoring
- Wealth Management
- Insurance
- Self Managed Super Fund
- Financial Risk
- Ethical
- Microsoft Office
- Customer Service
- Financial Planning
- Equities
- Time Management
- Critical Thinking
- Financial Services
- Business Analysis
- Budgeting
- Investment Properties
- Investment Strategies
- Mortgage
- Financial Analysis
Tony Lu Summary
- Tony Lu, based in Sydney, NSW, AU, is currently a Director and Senior Financial Planner at Inner Wealth. Tony Lu brings experience from previous roles at Infocus Advisory (Australia), Announcer Group and ING Australia. Tony Lu holds a 2009 - 2012 CFP in Financial Planning @ Financial Planning Association. With a robust skill set that includes Asset Management, Estate Planning, Financial Advice, Budgets, Superannuation and more. Tony Lu has 1 emails and 1 mobile phone numbers on RocketReach.
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Tony Lu
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Sydney, NSW, AU
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