Lory Luo
Director, Wealth Management Adviser
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
Financial Advice Provider Disclosure Statement
Lory Luo (罗女士)
财富管理顾问总监
Lory在中国广东出生长大，19岁时来到新西兰大学学习商业和金融，毕业后在新西兰的一家主流银行财富部作为资深理财顾问工作了12年。 2018年初，她加入了Jarden财富管理团队。如今她是财富管理团队的总监之一，专注于为中国客户提供定制的财富解决方案。
Lory精通英文，粤语和普通话，她拥有超过15年与来自全球各地的高净值客户合作的经验。她对投资规划充满热情，注重与客户建立长期合作关系，以满足他们独特的和不断变化的投资需求。
电话:+64 21 2365 463
电子邮件:[email protected]