Lillian Yu
Investment Adviser, AFA, 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 started her career in retail banking with Commonwealth Bank of Australia in Sydney and gained extensive experience by dealing with high net worth individuals. After three years of working in retail banking, she moved to Commonwealth Securities which is Australia’s largest online stockbroking firm, this was where she gained exposure to direct equities, managed funds and margin lending. She moved back to Auckland two and half years ago and started with Hobson Wealth Partners, she firstly joined the Operations Team and gained a holistic view on how everything works starting with account set up, trading settlements, IPOs processing and custodian related work. One of the most important things she learned throughout her career path is to be readily prepared when opportunities arise. Thus it leads to where she’s at now. She has gained the AFA accreditation and is ready to start her new adventure as an Authorised Financial Adviser.