meet Our team
Paraplanner
Chenoa Jackson-Lane
I love helping people feel supported
and confident in their financial journey.
By taking care of the detail and administration behind the scenes,
I help ensure you receive thoughtful,
well-prepared advice every step of the way.
Paraplanner
Jefferson Nguyen
I strive to make the process for financial planners to be quick and smooth with document preparation, research and administrative duties.
To me, you are not just another number on a spreadsheet, but a human being, so you can take ease in knowing you are being given the best attention to detail.
Administrative Support Officer
Leanne Nguyen
Committed on creating positive client experiences through dependable support and efficient administrative assistance. With a friendly approach and strong attention to detail we help to ensure clients feel supported and valued throughout their journey with our team.
Copywriter and Marketing Officer
Harper Nguyen
As copywriter and marketing officer, I am in charge of making the business seem more human. I am focused on using my brain to think about the words I write, so no AI is used, giving our elements and material a more human touch. I also assist in the office with data entry, and administration. In my spare time, I am an award winning playwright and screenwriter, so you're in excellent hands.
Assistant Paraplanner
Ben Nguyen
My role within the Administration Support Office is to provide dependable support to the team and help create a smooth experience for our clients. By managing documentation, maintaining accurate records, and coordinating a range of administrative processes, I help ensure the team operates efficiently and has the information needed to deliver a high standard of service.
Assistant Paraplanner
Patrick Pham
As part of the Administration Office, I oversee the day-to-day administrative operations and provide guidance to the Administration Support team to help ensure everything runs smoothly. Through the management of documentation, record keeping, workflow coordination, and client support, I work closely with the team to make sure deliverables are met to assist clients in the best way possible.
monica nguyen
Managing Director - Bridging Solutions
With over 29 years working in the financial planning industries, Monica has condensed her vision in three words: "Passion, progress and growth".
Passion
You are more than a client to Monica, you are a human being. With every interaction, from face-to-face meetings, phone calls, and even emails, you will be treated with the dignity and attention you deserve.
Progress
Human beings are always in progress; moving forward, and learning. Monica Nguyen understands this, and takes a fluid approach, not only to business, but also to your story, ensuring you are always getting the best she can do.
Growth
From a small boat leaving Vietnam, to an independent business in Australia, Monica believes in growth, even from the smallest of seeds. When you're with Monica, you will always grow to your fullest potential.