Kim Nguyen profile photo

Kim Nguyen

AdviceWest

Gold
14 Yrs Experience
Wembley, WA 6014

Kim has been providing financial advice since 1999, assisting her clients in building wealth, protecting wealth and securing retirement.

Kim holds a Bachelor of Commerce (Banking & Finance) and a Diploma of Financial Planning. She’s a CFP® Professional member of the Financial Advice Association Australia.

Kim is passionate about guiding you to your desired outcomes. Central to her approach is to enable you to make decisions with confidence and have a peace of mind about your financial future.

Kim’s advice is based on a full understanding of your existing financial situation and future lifestyle inspiration. Her ongoing advice provides you with the required professional support through various stages of your financial journey and ensures you reach your goals.

Deposit and Payment Products

Government Debentures, Stocks or Bonds

Life Products

Managed Investment Schemes

Retirement Savings Account Products

Securities

Superannuation (all)

Tax (financial) advice services

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Complex Investments
  • Borrowing
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2012
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

AdviceWest

Suite 1, 39 Flynn St
Wembley, WA 6014

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892