Mari Nguyen

Background

About Mari Nguyen

ABOUT ME: With over 20 years of experience in the financial services industry, I’ve had the privilege of helping individuals, families, and businesses navigate their financial journeys with confidence and clarity. My career has been built on a simple but powerful belief: financial advice should always be personal, ethical, and focused on what truly matters to each client. Holding a Bachelor of Business (with majors in Financial Management and Management), an Advanced Diploma and Diploma of Financial Services, along with accreditations as a Tax (Financial) Adviser and Specialist Self-Managed Superannuation Fund (SMSF) Adviser, I bring both depth of knowledge and specialist expertise to every client relationship. I am also a registered member of the Tax Practitioners Board and the Financial Advice Association Australia These qualifications and affiliations enable me to provide strategic, tailored advice that supports long-term financial security, business growth, and wealth creation. I measure success not just in numbers, but in the positive impact I see in my clients’ lives—whether it’s achieving financial freedom, building sustainable businesses, or leaving a lasting legacy. My commitment extends beyond my professional role, with philanthropic work being an important part of who I am. Giving back and contributing to the community keeps me grounded and ensures my advice is always guided by strong ethical principles. For me, the greatest reward is knowing that the people I work with feel understood, supported, and empowered to achieve the financial and lifestyle goals that matter most to them. LIST OF SERVICES: • Investments (property, shares, cash and managed investments); • Superannuation (including self-managed superannuation); • Life insurance, Total & Permanent Disablement, Critical Illness, Income Protection, Business Expense cover, Keyperson, Buy-sell agreements; • Estate Planning • Cash-flow management; and • Retirement planning •. Tax Financial Advice