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 | THURSDAY, 29 OCT 2015 In light of this year's Federal budget announcements regarding asset test changes, clients who are currently registered for the Pension Bonus Scheme (PBS) should consider applying for their bonus (where eligible) sooner rather than later in case ... Read more PAGE: 1 |
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Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.