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Uyen Nguyen

Financial Adviser

Avanir Pty Ltd
Blackburn, VIC 3130

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About

Uyen Nguyen is an ASIC-registered financial adviser based in Blackburn, VIC. With a strong educational foundation that includes a Bachelor of Arts from Melbourne University (1997), Uyen further solidified her expertise with an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) from Kaplan in 2009. Uyen is authorized to provide advice on a range of financial products, including superannuation, insurance, and life risk insurance. She is dedicated to helping her clients achieve their financial goals through tailored and comprehensive strategies. Key services provided by Uyen include: • Superannuation advice to help you plan for a comfortable retirement • Insurance solutions to protect you and your loved ones from unforeseen events • Life Risk Insurance strategies to provide financial security for your family Uyen is passionate about empowering her clients to make informed decisions and build a secure financial future. Contact Uyen today to schedule a consultation and discover how she can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Life Risk Insurance Superannuation planning Insurance advice Life risk insurance strategies Retirement planning Financial security Personal Insurance Wealth Protection

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000439065

Verify on ASIC Register

Authorised Representative Number

000270935

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Uyen Nguyen offer?

Uyen Nguyen specializes in providing advice on superannuation, insurance, and life risk insurance. She can help you create a plan tailored to your specific needs and goals.

What are Uyen Nguyen's qualifications?

Uyen Nguyen holds a Bachelor of Arts from Melbourne University and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan, as well as a Diploma of Financial Services (Financial Planning).

What is the process of working with Uyen Nguyen?

The process typically starts with an initial consultation to understand your financial situation and goals. From there, Uyen will develop a personalized strategy and provide ongoing support to help you stay on track.

How can superannuation advice from Uyen Nguyen help me?

Uyen can help you optimize your superannuation contributions, choose the right investment options, and plan for a comfortable retirement. She can also provide advice on consolidating your superannuation accounts and navigating complex superannuation rules.

What can I expect from a consultation with Uyen Nguyen?

During your consultation, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and a personalized plan to help you achieve your financial goals. Uyen is committed to providing transparent and unbiased advice.

Get in Touch

Contact Uyen directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.