Sandy Lui

Alteris Financial Group Pty Ltd

15 Yrs Experience
Sydney, NSW 2000

Sandy’s career commenced in the wealth management arena, working with Asteron as a Service Co-ordinator and then at MLC as a Relationship Manager. While working at MLC Sandy was approached by one of the financial planning practices she looked after, and was invited to join their team. This was the start of her financial planning career in 2006.

Sandy completed her Bachelor of Business, majoring in Finance and Banking, at University of Technology, Sydney, and in 2011 she achieved her Certified Financial Planner® (CFP®) designation, which is the highest qualification in financial planning.She is also a Justice of the Peace.

Sandy has worked at Lifestyle since 2012.

Outside work, Sandy volunteers with OzHarvest, collecting excess food for the homeless. She is also one of the original supporters of the Lyceum Group Foundation which provides much needed equipment to people with disabilities. Sandy enjoys spending time with family and friends, being outdoors and going to the gym. Her passion is dancing and, despite having two left feet, she still enjoys going to salsa and bachata clubs. Sandy also enjoys travelling and discovering different cultures and more importantly, the food!

Sandy is a local girl, growing up in Chatswood from the age of 8 when she moved to Australia with her family from Hong Kong.

Professional memberships: FPA


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.82
  • Number of reviews 7
  • First year providing advice 2008
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Alteris Financial Group Pty Ltd

Level 11, 60 Carrington Street
Sydney, NSW 2000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Alteris Financial Group Pty Ltd

AFSL 402370