Hazel_Tan_Director_Family_Wealth_Management_team

Hazel Tan

Director

BCom, GradDipAppFin, MFin, CFP®

Hazel is a senior investment adviser based in Sydney and also supporting clients in Brisbane.  With more than 10 years’ industry experience, Hazel provides portfolio construction and strategic investment advice to individuals, self-managed super funds (SMSFs) and family trusts, with a specialist knowledge of superannuation.

Her expertise includes delivering personal and proactive advice on asset allocation strategies, utilising fixed interest securities, bonds, managed funds, direct equities, exchange traded funds, property trusts, and separately managed accounts to help meet her clients’ objectives.

She is passionate about educating clients and believes attention to detail is crucial when forming relationships and providing tailored advice. In addition to her adviser role, Hazel has provided commentary on the economy and investment markets to a number of national media outlets.

Hazel holds a Masters’ in Finance and a Bachelor of Commerce with majors in Finance, Accounting and International Business from the Australian National University, and is a Certified Financial Planner (CFP®).

Hazel has also completed a Graduate Diploma in Applied Finance and Investment from Kaplan Professional Australia and attained accreditation by the Stockbrokers Association of Australia to provide advice on securities and managed investments. She completed her FASEA Financial Adviser Exam in August 2020.

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It’s important to have the knowledge you need to make an informed and confident decision about your retirement savings.

To help you explore your options, talk to one of our directors.