Sandy Lui

Alteris Financial Group Pty Ltd

Gold
14 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

Expertise

  • 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 4.80
  • Number of reviews 7
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Alteris Financial Group Pty Ltd

Level 9, 60 Carrington Street
Sydney, NSW 2000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Alteris Financial Group Pty Ltd

AFSL 402370

4.80
7 Reviews
5
4
3
2
1
4.65
Clear communication
5.00
Knowledge & expertise
4.65
Customer care
4.80
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Very happy with everything that Sandy has recommended and done for me. It was a very stressful situation that I was in and now I feel more confident about the future. I'm now in safe hands. Thank you."

  • Government Assistance
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My experience with Sandy Lui at Financial Lifestyle has been so worthwhile for me. Her strong work ethic and attention to detail very quickly become obvious. This, together with her knowledge of the market and her high personal and professional integrity has made, for me, a very comfortable and indeed profitable relationship. My most sincere thanks to Sandy for her care and interest in my affairs."

  • Superannuation
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sandy has been 'a godsend' to me. After my husband passed away I was in a real mess. Gareth & Sandy put in a plan to help me. I had no idea what my husband had planned for retirement. Sandy has been fantastic. Always available & positive. She always answers my emails & gives me great advice. She has given me confidence to complete this exercise. I feel she is a friend."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We met Sandy almost 2 years ago, when we got the bad news regarding my health and I needed to retire, We called Lifestyle for advice since they were nominated by my employer. Lifestyle appointed Sandy, who not only gave us all the advice we needed but arranged for my salary insurance to be paid to me each month and looked at our super and life insurance (which we had neglected for many years). Sandy arranged for all the life insurance to be paid to us and consolidated our super into one account. Today we are now living very comfortably, with growth in our investments. I can review this via the website at any time and Sandy is available for advice or to talk about withdrawing lump sums for that bucket list. Thanks Sandy."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"This is a comment :-)"

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sandy was great. I was always a bit dubious about Financial Planners but Sandy listened to what I was after and better still she remembered what I had said and provided some excellent advice and guidance."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I found Sandy's advice very clear and helpful. Thanks to her direction I am on my way to having a very healthy nest egg and hopefully comfortable retirement. I have no hesitation in recommending her to anybody to requires sound and pragmatic financial advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2007

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2008

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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