Katie Nguyen

My extensive professional experience in leading institutions and Banks spans over 20 years.

I have attained a Bachelor of Commerce, a Bachelor of Arts and an Advanced Diploma of Financial Planning, and I was in the top five female Master of Business Administration (MBA) graduates from the University of Technology (UTS) in 2011.

I work side-by-side with my clients to provide clarity of what financial security looks like to them and navigate potential roadblocks on the journey to achieve their goals.

Backed by a team of leading research analysts, my clients have access to insights of investment markets, legislative updates and a range of top-quality Australian and international fund managers as well as listed investments, so they can make informed decisions.

I provide ongoing support to keep my clients on-track so they can build a brighter financial future and leave a legacy for the next generation.

I enjoy spending time with family and friends, going to my son's rugby matches and tennis competitions and practicing yoga and meditation. I also love participating in charitable activities like STEPtember and Cure Cancer.