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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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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