Lillian Yu
Investment Adviser, NZX Adviser
09 3638710
Lillian has now lived in NZ longer than in China. She moved to Auckland with her family when she was 13 years old. She has a Bachelor of Commerce with double degrees in Finance and Accounting and a Masters in Commerce (majored in Finance) with second class honours. Lillian worked in both retail banking and stockbroking with CBA in Sydney, and gained extensive experience by dealing with high net worth individuals. She also gained exposure to direct equities, managed funds and margin lending. She moved back to Auckland and started with Hobson in 2016. She has continued her learning over the years, including recently passed CFA Level III exam.