Financial Adviser
· MELBOURNE, VIC
Suzy Nguyen
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245518
Suzy Nguyen is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry. Suzy is currently authorised under Jbwere Ltd. Suzy holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Banking and Finance) from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Business (Banking and Finance)
Monash University
2008
Diploma of Financial Services (Financial Planning)
ThreeSixty
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register