Ngan (Lina) Bui
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Ngan (Lina) Bui Email & Phone Number

Certified Financial Planner - dnm private wealth group ♦ Insurance and Financial Advisor ♦ Aged Care at dnm group private wealth
Location: Greater Melbourne Area, Australia 4 work roles 3 schools
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Current company
Role
Certified Financial Planner - dnm private wealth group ♦ Insurance and Financial Advisor ♦ Aged Care
Location
Greater Melbourne Area, Australia

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Ngan (Lina) Bui is listed as Certified Financial Planner - dnm private wealth group ♦ Insurance and Financial Advisor ♦ Aged Care at dnm group private wealth, based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for Ngan (Lina) Bui.

Ngan (Lina) Bui previously worked as Certified Financial Planner - dnm private wealth group ♦ Insurance & Financial Advisor ♦ Aged Care at Dnm Group Private Wealth and Certified Financial Planner – Futura Financial ♦ Insurance & Financial Advisor ♦ Aged Care at Futura Financial Group. Ngan (Lina) Bui holds Certified Financial Planner from Fpa.

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dnm group private wealth

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Profile bio

About Ngan (Lina) Bui

Do you need help to reach your lifestyle and retirement goals? Are you looking for advice on how to best protect your income and assets? If you answered ‘yes’ to any of these 2 questions; I can help. I’m passionate about helping people turn their lifestyle and financial dreams into reality. Regardless of what stage you’re at in life, financial advice can help protect you, your assets and ensure your future is a happy one. Myself and the team at dnm group private wealth are here to help you reach your goals. In addition to being a Certified Financial Planner, I’m also proud to be an Accredited Aged Care Professional. When it comes to Aged Care - too many advisers lack the experience necessary to advise their clients effectively or simply do not want to provide advice in this complex area. To make the transition as smooth as possible and alleviate the stress on your family, it’s imperative to seek advice when going to aged care in order to avoid poor financial decisions. I’ve seen firsthand the stress and worry burdened on families when a loved one goes into care, which is why I am passionate in helping my clients and their families during this difficult period.I also specialise in retirement planning. I help my clients move onto the next chapter of their life with confidence that their finances support their lifestyle goals.To find out more please don’t hesitate to get in touch via the contact details below.☏

Listed skills include Retirement Planning, Portfolio Management, Investment Strategies, Wealth Management, and 14 others.

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dnm group private wealth
Dnm Group Private Wealth
Certified Financial Planner - dnm private wealth group ♦ Insurance and Financial Advisor ♦ Aged Care
Melbourne, VIC, AU
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4 roles

Ngan (Lina) Bui work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner - Dnm Private Wealth Group ♦ Insurance And Financial Advisor ♦ Aged Care

Melbourne, Vic, Au

Certified Financial Planner - Dnm Private Wealth Group ♦ Insurance & Financial Advisor ♦ Aged Care

Dnm Group Private Wealth

North Melbourne

I joined the dnm group team in 2018 and is busy providing advice on retirement, superannuation, personal protection, Centrelink and Aged Care to our existing client base. My specialties include solving financial problems by analysing strategies and creating total financial solutions for our clients.At dnm, we are a boutique chartered accounting firm specialising in servicing family owned small to medium sized businesses with strategic advisory and taxation advice. We also provide personalised financial, investment, superannuation and insurance advice.Contact me on the details below for a free no-obligation review of your financial position. ☏ (03) 9326 9199✉ lina.bui@dnmgroup.com.auVisit ☛ dnmgroup.com.auFinancial Planning | Risk Insurance | SMSF Advice | Aged Care Advice

Certified Financial Planner – Futura Financial ♦ Insurance & Financial Advisor ♦ Aged Care

Futura Financial Group

Melbourne, Australia

Futura Financial Group has built a reputation for keeping our promises and doing exactly what we say we will do to make a difference in the financial lives of our clients.As a full service financial planning firm, Futura is able to offer a wide and diverse variety of financial planning services to assist clients achieve their financial goals.Our services include:✔ Insurance and risk management (Life, TPD, Trauma and Income Protection)✔ Wealth creation – Advice & Strategies✔ Superannuation (including SMSF) and retirement planning✔ Aged Care And Centrelink Advice ✔ Estate planning✔ Tax Planning✔ Business Insurance✔ Business key person protection✔ Business succession planning✔ Estate planning✔ Tax PlanningWe can fully cater for the needs of clients who live within both the Eastern and Western suburbs of metropolitan Melbourne.Contact me on the details below for a free no-obligation review of your financial position. ☏ 1800 388872 (1800 FUTURA)✉ lina@futurafin.com.auVisit ☛ futurafin.com.auFinancial Planning | Risk Insurance | SMSF Advice | Aged Care Advice

Feb 2016 - Feb 2018

Financial Planner

I work with Muirfield since 2000 and completed my Financial Planning degree at RMIT. I provide broad financial advice, prepare financial plans and liaise with clients regarding their investment portfolios. In addition, I also undertake the business financial management by performing the day to day processing of financial transactions, completing payroll functions and preparing Instalment and Business Activity Statements for the ATO.At Muirfield, we offer the following services:• Retirement planning and management• Superannuation analysis, advice and management • Financial planning and investment strategies• Salary packaging• Centrelink advice • Residential aged care advice • Tax effective strategies• Risk management

Feb 2000 - Sep 2015
3 education records

Ngan (Lina) Bui education

Certified Financial Planner

Fpa

Accredited Aged Care Professional

Aged Care Steps
FAQ

Frequently asked questions about Ngan (Lina) Bui

Quick answers generated from the profile data available on this page.

What company does Ngan (Lina) Bui work for?

Ngan (Lina) Bui works for dnm group private wealth.

What is Ngan (Lina) Bui's role at dnm group private wealth?

Ngan (Lina) Bui is listed as Certified Financial Planner - dnm private wealth group ♦ Insurance and Financial Advisor ♦ Aged Care at dnm group private wealth.

Where is Ngan (Lina) Bui based?

Ngan (Lina) Bui is based in Greater Melbourne Area, Australia while working with dnm group private wealth.

What companies has Ngan (Lina) Bui worked for?

Ngan (Lina) Bui has worked for Dnm Group Private Wealth, Futura Financial Group, and Muirfield Financial Services.

How can I contact Ngan (Lina) Bui?

You can use AeroLeads to view verified contact signals for Ngan (Lina) Bui at dnm group private wealth, including work email, phone, and LinkedIn data when available.

What schools did Ngan (Lina) Bui attend?

Ngan (Lina) Bui holds Certified Financial Planner from Fpa.

What skills is Ngan (Lina) Bui known for?

Ngan (Lina) Bui is listed with skills including Retirement Planning, Portfolio Management, Investment Strategies, Wealth Management, Financial Advisory, Superannuation, Financial Risk, and Strategic Financial Planning.

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