Financial Adviser · HAWTHORN EAST, VIC

Jade Ngoc Nguyen

2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001306697
Currently at
Hawthorn East, VIC

Jade Ngoc Nguyen is a financial adviser based in Hawthorn East, Victoria, with 2 years of experience in the financial services industry since 2024. Jade is currently authorised under Accru Wealth Management. Jade holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jade's qualifications include a Bachelor of Business (Economics and Finance) from RMIT.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Margin Lending Facility

Authorised to provide tax financial advice services

Qualifications and Training

2021
Bachelor of Business (Economics and Finance)
RMIT
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Nov 2023 - Present Current
Margin Lending Facility

Source: ASIC Financial Advisers Register