Alex Lu

Elementary Wealth

Platinum
16 Yrs Experience
Sydney, NSW 2000
'Life is opportunity mixed with difficulty, it is the way the wind blows. All you can do is set a better sail and capitalise on favourable winds' Jim Rohn. Your choices in life are limited to product, brand or experience, why should you be limited by your financial advice provider? We are an Independent Financial Planning firm (non-bank or institution aligned) focusing on achieving the best possible outcomes for clients' and their families. Our goal is to deliver unbiased advice on financial strategies and products (vehicles) that allows you to spend more time on things that inspire you. Feel free to get in touch with us at Elementary Wealth for a review or 2nd opinion, so that your passage in life is smooth and not burdened by money or chance. Office 02 8006 6633 Mobile 0488 802 800

Expertise

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.65
  • Number of reviews 19
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Science
  • Language spoken
    • English

Elementary Wealth

Level 16, 1 Martin Pl
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Firestone Financial Services Pty Ltd

AFSL 517950

4.65
19 Reviews
5
4
3
2
1
4.55
Clear communication
4.50
Knowledge & expertise
4.75
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 19

Sort by

4.75

"Very impressed! High quality service. Comfortable environment. Alex is very professional and experienced, genuinely paying attention, addressing your financial situation in depth. Excellent communication skills. Definitely would recommend for anyone who wants to get personal finance in order."

  • Superannuation
  • Managing Debt
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent communication"

  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very thorough and good at what he does"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Alex puts the client first, often said but in Alex's case he understands the true nature of his business and that our success is linked. I can trust him."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He's well knowledgeable and confident of what he's doing. Making myself informed of what's going to happen during my retirement. He's accommodating to my requirements and respond quickly to my queries. I think he is planning the program according to my set of objectives and my goals. The treatment he is giving me is more personal and professional. He takes note, and responsive to changes that I give and he ensure the right suggestions and recommend an appropriate solutions for my benefit. Thank you."

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

"Very good service and helpful which would consider the most suitable package and product to my current situation."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Vey happy the results that I have achieved so far under the astute guidance of Alex"

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

"Alex way of explaining things was very easy to understand and his knowledge on this field is top notch. This ensures everyone that you are in good hands. He continues to follow up, listen and always assures that everything is in order."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We; my wife and I have found Alex a most helpfull individual due to his extremely good listening skills along with his most favourite word 'Yes' the word 'no' is never heard. With impeccable manners to go with it is a pleasure to enjoy his company he has become like part of our family . we defenetley recomend him to any one in need of his financial assistance."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Would recommend Alex in his knowledge and understanding in his chosen field and willing to listen and explain any questions that you have"

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

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

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

Qualifications & Training

Caverndish & ICFS Specialist SMSF Course

Level
4 - Certificate IV
Institution
University of Adelaide (UOA)
Completed
2011

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2003

Regulation of Australian Financial Services

Level
Certificate I
Institution
Financial Education Professionals
Completed
2020

Bachelor of Science

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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