Nadia Narciso

Nadia Narciso

Senior Financial Planner

Nadia always knew she wanted to work in finance in some capacity. After starting a career in banking, she decided to further her studies in financial planning and hasn’t looked back since.

As a Senior Financial Planner at Oreon, Nadia has a portfolio of her own clients that she manages, and she also works with the Oreon accountants to provide high-quality, client-focused financial planning services to their clients. She works primarily with pre-retirees and retirees to help them build and manage their wealth before and during their retirement years.

Nadia is known for being proactive, accomplished, and for possessing great communication skills and a good sense of humour. She enjoys working with her colleagues at Oreon and building relationships with clients, helping them achieve their goals and strategising to optimise their financial position. She appreciates meeting people from all walks of life and getting to be the person they trust most with their finances.