Wealth Management Adviser, Auckland
Lory has over a decade of experience working with private clients to provide tailored wealth management and financial planning advice, including retirement planning and immigration investment services.
Born and raised in the province of Canton, China, Lory came to New Zealand at 19 to study business and finance, and fell in love with the country.
After graduating, Lory joined the wealth management team at ASB, building a wealth investment portfolio of over $150m in just eight years. She also worked closely with many immigration advisers and immigration New Zealand to meet Investor Category clients’ investment needs.
Lory joined Jarden’s wealth management team in January 2018. She has a passion for investment planning and she enjoys working closely with her clients, often over many years, to meet their unique and changing investment needs.
Lory has a B Bus from the Auckland University of Technology and a Grad Dip (Financial Planning and Service) from Massey University. She speaks fluent English, Cantonese and Mandarin.
Phone: +64 9 307 5739