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Alex Lu

Alexander Lu, CFA


Sectors Covered: Industrials

Industry Experience

Alex has over 12 years' experience in the financial services industry.

Before joining Morgans in 2015, Alex worked as an Associate Analyst covering Transport, Infrastructure and Utilities at CIMB. Prior to that, Alex worked at Shaw Stockbroking, initially spending three years as dealer's assistant on the Shaw wholesale dealing desk servicing financial planners before joining the industrials team in the research department, covering engineers and contractors.

Earlier in his career Alex worked with Merrill Lynch in London in the investment banking business information division.

Qualifications and Professional Affiliations

  • Bachelor of Telecommunications Engineering and Bachelor of Commerce, University of Sydney
  • Alex is a current CFA charterholder