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Alexander Lu

Alexander Lu

(
Sydney - Level 21
)
CFA
Authorised representative number: 000342626

Senior Analyst

Investment Style

Services and Specialties

No items found.

Industry Experience

Alex has over 12 years' experience in the financial services industry. Before joining Morgans in 2015, Alex worked as an Associate Analyst covering Transport, Infrastructure and Utilities at CIMB. Prior to that, Alex worked at Shaw Stockbroking, initially spending three years as dealer's assistant on the Shaw wholesale dealing desk servicing financial planners before joining the industrials team in the research department, covering engineers and contractors. Earlier in his career, Alex worked with Merrill Lynch in London in the investment banking business information division.

Sectors Covered

  • Industrials

Alexander Lu's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Engineering (Telecommunications Engineering)
Bachelor of Commerce (Finance & Econometrics)
CFA® charterholder

Associations

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Competencies

Managed Investments
Securities
Generic