BCom, GradDipAppFin, MFin, CFP®
Based in Sydney, but also working out of the Brisbane office, Hazel Tan is highly dedicated to providing tailored investment advice for her clients.
Hazel believes in forming a personal connection with her clients as this promotes understanding between both parties and allows her to better mould the Investment Committee’s recommendations to suit her clients.
Before joining Dixon Advisory, Hazel had experience working in Assurance and Audit at KPMG and as a tax research analyst in ANU.
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.
Hazel completed the FASEA Financial Adviser Exam in August 2020.