Senior Adviser - Wealth Management
Tuan holds a Bachelor of Commerce (Finance) and is a Certified Financial Planner with over 22 years’ experience in the financial planning industry. Through a variety of roles including investment banking, boutique firms, and owning his own financial planning business, Tuan has gained a board range of knowledge in all aspect of financial planning.
Tuan is committed to building long-term relationships with his clients to identify their priorities and develop tailored solutions that align with their financial goals. By employing a partnership approach, Tuan has found that his clients develop a greater understanding of the financial planning process and how it can help them grow and protect their wealth.