William Truong Technical Services Manager, Insignia Financial Ltd (at time of writing) William joined the IOOF TechConnect team in February 2013 as a technical services manager and has more than 12 years of experience in the financial services industry. William has worked most recently as a senior technical analyst at Bridges technical services, and as a senior paraplanner for various financial planning practices. William holds a Diploma of Financial Planning (Deakin University) and has a Bachelor of Commerce Degree (University of NSW).
WILLIAM TRUONG | FRIDAY, 4 MAR 2016 For some, charitable giving is part of a lifelong mission to help others and goes far beyond donating clothes or making small, one-off donations to support a favourite cause. For these people, charitable giving can form an integral part of their investments ... Read more PAGE: 1 |
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.