Team Members

Principal

Tuan has recently joined AMP Financial Planning in October 2012 and is a Principal of Integrated Wealth Management.

Tuan’s philosophy is to build long-term relationship with his clients, working in partnership with them to achieve their Lifestyle and Financial Goals. Tuan believes in helping his clients identify their priorities and develop solutions through a partnership approach. This allows clients to understand the financial planning process and how the strategies relate to their specific needs and goals. The client can then have confidence that appropriate strategies are in place to grow and protect their wealth.

Advice I specialise in

• Retirement planning
• Financial planning
• Small business advice
• Investment planning
• Superannuation
• Wealth management
• Debt management
• Wealth protection
• General advice I provide
• Banking solutions
• Estate planning
• Salary packaging
• Group insurance
• Company insurance

Qualifications

• Certified Financial Planner
• Diploma of Financial Planning, Deakin University
• Bachelor of Commerce (Finance), Australian National University
• Specialist SMSF Adviser

Memberships and Associations

• Financial Planning Association (FPA)
• Self-Managed Super Fund Professionals’ Association of Australia (SPAA)
• AMP Financial Planners Association

Experience

Tuan has been an adviser in the financial services industry since 2003 providing his clients with comprehensive and strategic financial advice. His background includes roles with JB Were, CBA Financial Planning, Hillross Wealth Management and Aon Hewitt Financial Advice.

Special Interest: Tuan enjoys keeping fit, is a keen fishermen and spending time with his family.