Lillian Yu, CFA
Investment Adviser
About Lillian
Lillian Yu joined Forsyth Barr Auckland in 2024 as an Investment Adviser. She has over 12 years of experience across financial services and banking in Australia and New Zealand.
Lillian is registered as a financial adviser and accredited as an NZX Adviser. She holds a Master’s degree in Finance from the University of Auckland with a Bachelor of Commerce in Accounting and Finance, and is a Chartered Financial Analyst (CFA®) holder.
Lillian is based out of the Auckland - Central office
Forsyth Barr Ltd Auckland
Level 23, Shortland & Fort
88 Shortland Street
Auckland - Central 1010
PO Box 97, Shortland Street, Auckland 1140
Phone: +64 9 368 0000