Nancy Lu

Nancy Lu

What is your experience in the accounting and corporate finance profession. (how many years worked in the industry, previous employment, etc.)I have over six years of experience working as an accountant in a tax firm, where I’ve developed strong expertise in taxation, financial reporting, and compliance for a diverse range of clients. My role has involved preparing and reviewing tax returns for individuals, companies, trusts, as well as advising on tax planning strategies and assisting with ASIC and ATO correspondence. Over the years, I’ve also gained exposure to corporate finance principles through tasks such as budgeting, cash flow forecasting, and analysing financial statements to support strategic business decisions.
Do you have any specialisations? / Key Interests?My key interest lies in business financial operations, particularly in helping businesses understand their financial position and make informed strategic decisions, supporting business owners with insights that drive growth, improve efficiency, and support long-term planning.
What makes you unique?organisational skills, attention to detail.
What are your qualifications / professional memberships?CPA