Joyce Nguyen
Graduated from Auckland University of Technology with a major in International Business and Strategy, with experience in the financial planning industry.
Areas of focus
- Operational administration
- Internal processes
- Organisation and accuracy
- Financial planning support
About Joyce
Joyce graduated from Auckland University of Technology with a major in International Business and Strategy.
She brings experience in the financial planning industry and supports the team with operational administration and internal processes, with a strong focus on organisation and accuracy.
Qualifications
- ✓Auckland University of Technology — major in International Business and Strategy
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.