David Nguyen

I am a Chartered and Certified Financial Planner with extensive experience in providing comprehensive financial planning advice to individuals and families, in the areas of wealth structuring, tax efficient investing, retirement planning, intergenerational and estate planning. With a deep understanding of the financial services industry, I am dedicated to helping clients achieve their financial goals by creating bespoke strategies that address their unique needs and circumstances.With over 20 years' experience within the industry, I have a thorough understanding of the complex regulations and laws that govern these areas, allowing me to provide clients with the highest level of advice and guidance.