Adviser
Overview And Experience
Outside of work, Lu maintains a healthy lifestyle with her enthusiasm for fitness and bodybuilding. Originally from North Queensland, Mackay, she enjoys exploring what Brisbane and the coasts have to offer. With her dedication and vibrant personality, Lu is a valuable asset to the Lead Partners team, ensuring every client receives the personalized attention and support they deserve.
Meet Lu, your dedicated Client Services Officer at Lead Partners Private Wealth.
With nearly three years of experience in financial services and ongoing studies towards her Bachelor of Business in Financial Planning, Lu is committed to providing exceptional support to clients on their financial journeys.
Driven by her passion for continuous learning, Lu ensures clients receive top-notch service by actively engaging in client interactions and managing administrative tasks with precision.