Jade Nguyen

Jade joined Accru Melbourne in 2019 and plays a dual role as Associate Adviser and Systems and Processes Lead. With a background spanning both science and business, Jade brings a unique perspective to financial advising, combining analytical thinking with a strong focus on people and outcomes.

She is passionate about working with clients at all stages of life — from young professionals building their wealth, to retirees planning for the future, to families navigating intergenerational wealth transfer. Jade prides herself on her efficiency and her ability to build genuine, trusting relationships with clients.

A key focus of her role is client relationship management and wealth management, alongside leading the development of internal systems and processes that enhance team performance and client experience. Her goal is to continue expanding her client base while improving efficiencies across the firm.

Best describes Jade: ‘Honest, hardworking and reliable.’

Languages: English, Vietnamese

Qualifications: BSc (Developmental Biology & Physiology), BBus (Economics & Finance), GradDip Financial Planning