Melanie NguyenFinancial Planning Administrator (Susan Jones)

Meet Mel:

Melanie enjoys organising group UberEats orders, Sci-Fi TV shows, baking and frequently announcing her two time local league Dodgeball Championship status assuring everyone that her medal is on its way.

Background:

While gaining valuable experience in the Industry at MWL, Melanie is currently in her final year of completing her B.B.A and has plans to commence a Masters of Financial Planning.

Melanie is committed to providing the best care and service to clients at every step of the process to ensure that all client needs are met.

She aspires to present an outstanding level of administrative support to Susan and is responsible for:

  • Monitoring of new and ongoing business
  • Preparation of the Financial Planning documents
  • Meeting ongoing review service obligations in a timely and compliant manner
  • And ensuring that the implementation of a client’s Financial Plan runs smoothly from start to finish