“Vien and Tracy’s combined experience in driving forward technological enhancements and business growth will ensure Mason Stevens remains at the forefront of the industry”.

Luong, who has over 15 years of experience in the Fintech space said, “Delivering outstanding services direct to financial advisers and end clients is a non-negotiable and I am looking forward to working closely across all facets of the business to further improve our wealth platform”.

As Head of Platform, Vien will lead the continued development and enhancement of Mason Stevens superior wealth platform technology. Luong will also work closely alongside the technology team ensuring the platform continues to empower financial advisers to deliver on their clients’ investment objectives.

As Head of Technology, Tracy will drive the Mason Stevens technology strategy and objectives, leading the infrastructure, development, and technology project teams, supporting their requirements to effectively manage the business.

Southern, who joins Mason Stevens from FNZ where she has spent the last 3+ years running the NAB Trade Wealth platform said, “I am excited to drive our technology as part of the extended leadership team, bridging the gap between technology and the business”.

The appointments follow Mason Stevens being awarded Best Platform for Adviser Support by the Adviser Ratings 2022 Financial Advice Landscape Report, reinforcing their innovative approach and dedication to adviser partnerships.

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