Jade Nguyen
Financial Adviser
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About
Jade Nguyen is an ASIC-registered financial adviser based in Hawthorn East, Victoria, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. Jade holds a Bachelor of Business (Economics and Finance) from RMIT (2021) and a Graduate Diploma of Financial Planning from Kaplan Professional (2022). Authorised to provide advice on a comprehensive range of financial products, Jade can assist you with superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Jade's commitment lies in providing tailored financial solutions that reflect your unique circumstances and aspirations. Her services include: • Superannuation advice • Insurance solutions to protect your assets and family • Wealth management strategies for long-term growth • Retirement planning to secure your future • Investment advice across a range of securities Ready to take control of your financial future? Contact Jade today to schedule a consultation and discuss your needs.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jade Nguyen offer?
Jade Nguyen specialises in superannuation, insurance, wealth management, and retirement planning. She is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Jade Nguyen have?
Jade holds a Bachelor of Business (Economics and Finance) from RMIT (2021) and a Graduate Diploma of Financial Planning from Kaplan Professional (2022).
What can I expect during my first meeting with Jade?
During your initial consultation with Jade, you can expect a thorough discussion of your financial situation, goals, and priorities. She will take the time to understand your needs and develop a tailored financial plan to help you achieve your objectives.
How does Jade Nguyen stay up-to-date with the latest financial regulations?
Jade is committed to ongoing professional development and continuously monitors changes in financial regulations and industry best practices to ensure she provides the most current and relevant advice.
How does Jade tailor her financial advice to individual client needs?
Jade believes that every client is unique, and she takes a personalised approach to financial planning. She carefully considers your individual circumstances, goals, and risk tolerance to develop a strategy that is specifically tailored to your needs.
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