Lisa Lu
Corporate Authorised Representative at Lifespan Financial Planning Pty Ltd- Claim this Profile
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Bio
Experience
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Corporate Authorised Representative
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Aug 2019 - Present
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Principal Financial Adviser
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Sep 2013 - Present
Lisa provides specialist advice and strategies for: -Wealth Protection -Life Insurance -Trauma Insurance -Income Protection -TPD Insurance -Business Expenses Insurance Lisa provides specialist advice and strategies for: -Wealth Protection -Life Insurance -Trauma Insurance -Income Protection -TPD Insurance -Business Expenses Insurance
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Financial Adviser/Authorised Representative
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Oct 2010 - Aug 2019
Financial Adviser/Authorised Representative Financial Adviser/Authorised Representative
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AIA
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Hong Kong
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Insurance
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700 & Above Employee
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Insurance Adviser/Authorised Representative
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Feb 2004 - Oct 2010
Provide personal insurance advice, including Life Insurance, Trauma Insurance, TPD Insurance, Income Protection and Business Insurance. Provide personal insurance advice, including Life Insurance, Trauma Insurance, TPD Insurance, Income Protection and Business Insurance.
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Mitsubishi Heavy Industries
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Japan
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Industrial Machinery Manufacturing
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700 & Above Employee
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Accounts officer
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Jun 2001 - Nov 2003
Bookkeeping, Accounts management, Customer Service Bookkeeping, Accounts management, Customer Service
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Education
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2009 - 2010
International Institute of Technology
Advanced Diploma of Financial Planning & Diploma of Financial Planning -
1998 - 2000
Auckland University of Technology
Diploma in Business -
1985 - 1989
Donghua University
Bachelor's degree, Textile Design
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