Have you met Lucy? You may have spoken to Lucy on the phone or seen her in the office. She is our extremely experienced and very detailed Paraplanner; one of the brains of the team. We sat down with Lucy this month to find out a little bit more about her and her background. Thank you Lucy for being so candid and sharing your background with us.

  1. Which hospital were you born in?

I was born in a local hospital in my hometown, which is a small ancient town along the Yangtze River.

  1. What is your reason for waking up in the mornings?

Hmmm, hahaha, my breakfast and coffee? I am a foodie, so food is a great incentive for me.

  1. If you could travel to any country in the world, where would it be and why?

I would like to visit Egypt again. I travelled to Egypt in Nov 2012 and spent two months there. It was one of the most unforgettable experiences in my life.

  1. If we were to come to your house tonight for dinner, who would cook and what would they cook?

I would make Si Chuan Hot Pot for my guests. It’s quite spicy but very tasty.

  1. Favourite movie?

I don’t really have a favourite movie. But Forrest Gump will definitely be on my top movies list.

  1. If someone gave you $500 what would you do with it?

I would use the money to buy flight tickets to my hometown.

  1. What do you do at Advisersure?

My role in Advisersure is Paraplanner, and my main responsibilities include assisting Gordon in preparing Statement of Advice, overseeing recommendations implementation, liaison with third parties such as stock brokers and investment products research.

  1. Imagine you were stranded on an island for six weeks, who would you take and why?

I would take my parents and my sister with me because I love spending time with my family.

  1. What do you love most about working at Advisersure?

My colleagues and the clients.

  1. What are your qualifications?

I have a Bachelor Degree in Economics from Renmin University of China and a Master Degree in Finance from University of Melbourne. I have also recently completed Diploma of Financial Planning with International Institute of Technology.