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Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

    What areas of financial planning are you looking for advice on?

Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

Tran Nguyen

Client Experience Consultant Financial Advice Support

Tran is a Client Experience Consultant at Yield Financial Planning in Melbourne. She holds a Bachelor of Commerce in Finance and is currently pursuing a Master of Commerce degree.

As part of the client service team, Tran plays a key role in enhancing the overall experience for Yield’s clients. She leverages her academic background in finance to provide knowledgeable support and ensure a smooth process for clients engaging with the firm’s advisors.  

Tran is passionate about personal growth and continuing education, which drew her to the dynamic environment at Yield. She looks forward to further developing her expertise while working alongside the company’s leading professionals in financial services.

Outside of work, Tran enjoys an active lifestyle through boxing and exploring Melbourne’s vibrant coffee scene. An avid fitness enthusiast, she believes in maintaining a healthy work-life balance.

Tran is excited to contribute to Yield’s client-centric approach and play a role in delivering an exceptional experience. She remains committed to her professional development journey at the firm.

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Free Consultation

Free Consultation

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.