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Our advisors

Ryan Lu
Partner

I am glad to know people feel comfortable and relaxed to work with me and trust that I can find simple solutions. Ryan Lu
Business Advisory Partner

Professional experience

Ryan has over 13 years’ experience in the delivery of accounting, taxation and business advisory services to a broad range of clients from high-net-worth individuals to large private businesses and multinational listed companies.

He specialises in assisting local and multinational businesses with initial structuring and restructuring, business strategy, strategic tax planning, ongoing operational and compliance advice, internal governance and ATO tax review and audits.

In addition, Ryan regularly works with overseas PKF and non-PKF professionals to assist foreign businesses and investors on their expansion to Australia including cross border structuring, M&A engagements, specific value-added advisory and full accounting, tax and secretarial compliance services.

Ryan’s clients span across a broad spectrum of industries including property development and construction, engineering (commercial, residential and infrastructure), wholesalers and retailers, professional services, hospitality, medical, sport & racing, winery and non-for-profit.

Ryan’s diligent and hands-on results-focused working style, genuine personality, gentle and professional manner and bilingual skills (English and Mandarin) has made him a trusted business advisor and friend to business owners and decision makers.

Recent examples of Ryan's work include:

  • Assisting a large multinational business to recover from COVID-19 by monitoring business performance and cash flow management including successful negotiation with the suppliers and tax authority for 18+ monthly payment arrangement for multi-million debt in arrears.
  • Designing and implementing monthly comprehensive management reporting including KPI target scorecard, productivity analysis, margin/balance sheet/cash flow analysis and profiler, for a large engineering consulting business. The report provides the board with insight for the business to assist with ongoing performance analysis and enabled to business to be successful in a tender for a government infrastructure project.
  • Assisting a foreign listed company in the acquisition of a NSW a high-rise mixed-use  development project from the initial structuring, funding and transfer pricing advice to the ongoing compliance reporting - including the general-purpose financial reporting, consolidated tax return, Country-by-Country Reporting and more.

Ryan's areas of expertise include:

  • Virtual CFO and Advisory Board Specialist
  • Budgeting, Cashflow and Financial Modelling
  • Value-added Advisory / Strategic Planning
  • Family Business
  • Financial Reporting and Corporation Compliance
  • Local and Multinational Business Structuring
  • Succession Planning
  • Tax Planning and Compliance

His industry expertise includes:

  • Chinese/Asian Markets and Foreign Investment
  • Wholesale & Retail Distribution
  • Property Development & Construction
  • Professional Services
  • Hospitality
  • Manufacturing

His client base consists of:

  • High-net-wealth Family Group
  • Local SMEs
  • Significant Global Entities
  • Listed Companies
  • Multinational & Large Private Group

Qualifications and memberships

  • Member of CPA Australia
  • Master of Financial Management (Finance and Financial Management Services) – University of Melbourne
  • Bachelor of Commerce (Accounting and Finance) – University of Auckland

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