Tuan Le
Financial Planner
Qualifications
- CERTIFIED FINANCIAL PLANNER®
- BCom (Fin)
- Dip.FP
My philosophy is to build long-term relationship with 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.
Tuan has over 15 years’ experience as a financial adviser and has refined his skills as a Senior Financial Planner, specialising in pre-retirement and retirement planning and defined benefit schemes.
In his spare time, he enjoys keeping fit, fishing and spending time with his family.