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Anthony Nguyen

Financial Adviser

Financial Framework
West Leederville, WA 6007

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About

Anthony Nguyen is an ASIC-registered financial adviser based in West Leederville, WA, committed to helping clients achieve their financial goals with tailored and comprehensive advice. Anthony holds a Bachelor of Commerce (Finance and Financial Planning) from Curtin University, completed in 2022, providing him with a strong foundation in financial principles and practices. Anthony is authorized to provide advice on a broad range of financial products, ensuring clients receive holistic support. Anthony can provide expert guidance on superannuation, insurance, wealth management, and retirement planning. He is also authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Anthony today to schedule a consultation and discover how personalized financial advice can make a difference.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000553987

Verify on ASIC Register

Authorised Representative Number

001310675

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Anthony Nguyen offer?

Anthony Nguyen provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His comprehensive approach ensures that all aspects of your financial life are considered.

What qualifications does Anthony Nguyen have?

Anthony Nguyen holds a Bachelor of Commerce (Finance and Financial Planning) from Curtin University, completed in 2022. This academic background equips him with the knowledge and skills necessary to provide sound financial advice.

What is involved in Anthony's financial planning process?

Anthony's financial planning process begins with understanding your current financial situation, goals, and risk tolerance. He then develops a personalized strategy tailored to your needs, implements the plan, and provides ongoing monitoring and adjustments to ensure you stay on track.

How can Anthony Nguyen help with my retirement planning?

Anthony can assist with all aspects of retirement planning, including projecting your retirement income needs, optimizing your superannuation contributions, and developing strategies to generate income throughout your retirement years.

What should I expect during my initial consultation with Anthony?

During your initial consultation, Anthony will take the time to understand your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Anthony is the right fit for your needs.

Get in Touch

Contact Anthony 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.