Mari Nguyen
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Mari Nguyen is an ASIC-registered financial adviser based in Ringwood, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Mari holds a Bachelor of Business from La Trobe University (2007), a Diploma of Financial Planning (2007), and an Advanced Diploma of Financial Planning (2010) from Mentor Education Group. Demonstrating a commitment to ongoing professional development, Mari has also obtained specialist SMSF qualifications from The University of Adelaide (2023) and completed Ethics and Professionalism in Financial Advice training with Kaplan Professional (2025). As a member of the Financial Advice Association of Australia (FAAA), Mari adheres to the highest ethical and professional standards. Mari is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This broad authorization allows Mari to develop holistic financial strategies tailored to each client's unique circumstances. Key services offered include: • Superannuation advice • Retirement planning • Investment strategies • Insurance solutions • Wealth management Ready to take control of your financial future? Contact Mari today to schedule a consultation and discover how personalized financial advice can help you achieve your goals.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Mari Nguyen offer?
Mari Nguyen provides advice on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can help you create a comprehensive financial plan tailored to your specific needs.
What are Mari Nguyen's qualifications?
Mari holds a Bachelor of Business, a Diploma and Advanced Diploma of Financial Planning, specialist SMSF qualifications, and has completed Ethics and Professionalism in Financial Advice training. She is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of Mari Nguyen?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Mari will then develop a personalized financial plan, implement the plan with your approval, and provide ongoing support and reviews.
What can I expect from working with a financial adviser like Mari Nguyen?
You can expect a collaborative and transparent relationship focused on helping you achieve your financial goals. Mari will provide expert advice, ongoing support, and regular reviews to ensure your plan remains aligned with your evolving needs.
Does Mari Nguyen specialise in Self-Managed Super Funds (SMSF)?
Yes, Mari has specialist SMSF qualifications from The University of Adelaide. She is well-equipped to provide advice on establishing, managing, and optimizing your SMSF.
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.