Hazel Nguyen
Holds a Bachelor's degree in Auditing and brings experience across auditing and accounting, supporting administration and process coordination.
Areas of focus
- Administration and documentation
- Process coordination
- Auditing and accounting support
- Day-to-day operations
About Hazel
Hazel holds a Bachelor's degree in Auditing and brings experience across auditing and accounting.
She supports the team with administration, documentation, and process coordination, helping ensure accurate and efficient day-to-day operations.
Qualifications
- ✓Bachelor's degree in Auditing
Meet the rest of the team
James Meehan
An experienced financial services professional, previously with J.P. Morgan, Macquarie, BT and Ord Minnett, who moved into financial advice in 2018.
Kate De Zoysa
Over a decade of financial planning experience, helping clients navigate everything from wealth creation to retirement with confidence.
Maria Gracia Cevallos
Holds an MBA and brings business management and client services experience, coordinating documentation and supporting delivery of client strategies.