Hood Sweeney Graduate Profile Image- Daisy

Daisy Lu

University of Adelaide
Financial Planning Administrator, Hood Sweeney
Daisy studied a Bachelor of Commerce (Accounting) Master of Applied Finance at the University of Adelaide

What's your background?

I was born and raised in mainland China. I finished my high school study and first year university study in Shanghai. But, since moved to Adelaide to complete my university studies. I now work at Hood Sweeney in a Graduate role within our Financial Planning team where the majority of our work is based around servicing clients in SA across a range of sectors. My responsibilities are preparation of client’s background documents, ensure client files are maintained and updated in the relevant systems, generation of fee disclosure statements and monthly/quarterly report and processing investment strategies. 

Nine years ago, I carried two big suitcases from Shanghai to Adelaide. This was the first time I Ieft my family and I did not know anyone here. But for me it was about hope and I find if you have faith in yourself and show strength to work hard, you can achieve what you set out to do.

Now I have finished my study, got two degrees, have friends in Adelaide and interstate, and a full time job at Hood Sweeney.

How did you get to your current job position and for how long have you being doing it already?
I applied via seek and over 3 weeks I went through the interview process and an assessment centre to then be successful in securing a role. I have now been here for 12 months.

Could someone with a different background do your job?

What matters the most is having a “can do” attitude. It is necessary to have a degree related to Financial Planning to meet the entry requirements of most graduate roles, but personal background is not a barrier for a graduate position. As long as you are willing to learn to do specific tasks, meet work targets and work as a team showing respect to your colleagues, you will be able to do the job.

What's the coolest thing about your job?

I love my job because people here care about me as a person and about my professional growth. The whole team support each other and work together to improve the whole operating process. There is a genuine spirit of cooperation and shared goals all revolving around helping the clients that I have not found at other organisations. 

What are the limitations of your job?

Challenges and limitations are good things. It offers a potential chance to grow and learn. When facing challenges, it is important to identify these issues, think strategically to improve and then focus on solving problems. It is also important to talk with your manager, express your concerns and seek advice from senior staff if you do not know something. You not only (work) independently but also as part of a team. Next time, it will not be a challenge anymore!

3 pieces of advice for yourself when you were a student...

  • The first thing I would suggest is to think about what motivates you in life and your future career. Passion is the key to unlimited success. It drives our heart and our minds to achieve the best possible results. 
  • It is important to get some hands on experience as early as possible. All kinds of experience counts, including community service experience and volunteer experience through the University. It helps to build your own network and strengthen your interpersonal skills over time. 
  • Lastly, focus on your study; study hard, attend all workshops and lectures, ask questions and seek feedback from professors and try to achieve the best results that you can. After all, that is the primary reason to attend a University.