Specialises in: 

  • Financial Strategy Administration 
  • Compliance 
  • Paraplanning 
  • Workflow management 


Qualifications:

  • Diploma of Financial Planning
  • Bachelor of Business (Economics and Finance)




Bernard Tan     

Portfolio Manager   

Bernard commenced his employment at HGF in 2017 and is known for his easy going and reliable nature. Bernard is currently a hybrid of two roles, a client support officer and a portfolio manager.

Prior to working at HGF, Bernard spent two years in a data and analytics position which has helped him excel in his current role.

Bernard works closely with the advisors, assisting them implement financial strategies for our clients to get the best possible outcomes.

He enjoys being part of a team that shares a common goal of helping clients live their best lives.

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