Dat brings 2 years of financial planning experience and extensive client service experience to his role as Client Service Officer within our review team. He is currently completing his Bachelor of Business Degree, is RG146 trained in Superannuation, and plans to pursue a Master of Financial Planning.
Currently completing his Bachelor of Business Degree and RG146 trained in Superannuation, Dat plans to take his studies further with a Master of Financial Planning. He joined My Wealth Solutions as a Client Service Officer within the Review Team, bringing 2 years of financial planning experience and extensive client service experience.
