Tony is a Senior Adviser at Inner Wealth, assisting clients to achieve their financial goals. Tony has been working in the finance industry since 2002. The accolades that Tony has been given shows the dedication that he has to helping his clients reach their future goals, including
- Most Trusted Adviser 2016, 2017, 2018, 2019, 2020
- Top 6 AFA Adviser of the Year 2017
Tony is married and a father of 4 boys. He enjoys action movies, almost every sport and getting outdoors with the family.
If you would like to know more about Tony please visit our website www.innerwealth.com.au
Tony has been our financial adviser since 2008. His knowledge and professionalism has been a highlight. We have built a lot of trust over the years. He always takes the time to explain things in detail to ensure we fully understand his advice. I would definitely recommend him.
We found Tony competent, innovative & thorough. Our review meetings are pleasant & effective.
Tony is a professional who goes above and beyond to understand his clients' financial situations and goals. He also takes the time to explain the rationale behind his recommendations, providing us with better knowledge. Highly recommended.
Thorough advice and prudent information to my financial and estate planning efforts.
Over the last 15 years, my husband and I have enjoyed the benefits of professional financial advice and guidance Tony Lu has offered us. We are particularly impressed with Tony's attention to detail and his observations regarding ethical investing. Tony is very personable and a pleasure to engage.
- Adviser status Gold
- Number of reviews 84
- First year providing advice 2006
- Years of experience 17
- Advanced Diploma of Financial Services (Financial Planning)
Inner Wealth SolutionsLevel 1, 60 Martin Pl
Sydney, NSW 2000
- 8:00am – 4:00pm Friday
- 8:00am – 5:00pm Monday – Thursday
- In person
- Video call
Prosperitas Partners Pty. Ltd.