Hau Nguyen | Senior Financial Adviser
Hau Nguyen is a Senior Financial Adviser, Hau was a proper Authority holder at Westpac, Ord Minnett and Garrisons specialising in the financial planning services.
Hau has extensive experience in Australian financial markets including investments, superannuation and insurance, share trading and margin lending. Hau holds a Bachelor of Science in Architecture from Sydney University, a Master of Commerce in Finance from UNSW and completed a Certified Financial Planner Program from FPA and a Registered Tax (Financial) Adviser with the Taxation Practioners Board. Hau has also completed his ADA1 from Kaplan Professional, as well as accredited SMSF Specialist Advice.
Ivan Lim | Senior Financial Adviser
Ivan Lim is a Senior Financial Adviser, he was a proper Authority holder at ANZ, Westpac, Ord Minnett and Garrisons specialising in financial planning services.
Ivan has extensive experience in Australian and overseas financial markets, including investment, superannuation and insurance, share trading and margin lending. Ivan holds a Bachelor of Economics from Monash University and a Graduate Diploma in Financial Planning degree from Kaplan Professional and has completed the Certified Financial Planner Program from FPA. Ivan had also completed ADA1 & 2 from Kaplan Professional, as well as accredited SMSF specialist Advice.
Salena Nguyen | Financial Adviser
Salena Nguyen is a Financial Adviser, Salena was a proper Authority holder at Westpac, specialising in the financial planning services.
Salena has extensive experience in both Australian and Global financial markets including investments, superannuation and insurance. Salena holds a Bachelor of Commerce – Accounting from Macquarie University, a Diploma of Financial Planning and a Chartered Financial Analyst (CFA).
Michael Huynh | Client Services & Investment Manager
Michael currently works in both client services and investments. He assists the advisers in client portfolio reviews, proposed investment strategies, strategy implementation and the management of SMSF and SOAs. He has extensive experience in developing clients’ tactical and model portfolios, trade execution and margin lending. Michael holds a Bachelor of Commerce – Accounting from Macquarie University and a Diploma of Financial Planning from Kaplan Professional.
Nana Umeda | Office Manager
Nana is the Office Manager for Renaissance Wealth Advisors. She is the first point of contact for our clients and ensures smooth communication between clients and advisers across all platforms (i.e. emails, phone calls, meetings). Nana assists in services such as investment review, funds rollover as well as tax and investment strategies. She handles all the administrative tasks for Renaissance; preparing application forms, opening accounts and assisting clients in completing documentation.
Frank Liu | Accountant & SMSF Administrator
Frank is an accountant and administrator for Cube Super Pty Ltd. He assists and manages all SMSF related accounting, administration and preparation of tax return for audit. Frank is involved in business operations, project management, IT systems and quality assurance. He also assists the directors in retirement planning as well as strategic planning for clients. Frank has achieved a Bachelor’s Degree in Professional Accounting – Commerce from Macquarie University and he is currently studying towards CPA.
