William has joined Success Wealth Group since 2018 as a paraplanner. His role includes support Lan, our principle wealth strategist:

 

– To build up and implementing wealth developing and protecting strategy
– To document Statement of Advice
– To set up Self-Managed Super Fund, bare trust, Limited Recourse Borrowing Arrangement
– To review client’s investment strategy and wealth protection plan

What I love about being on the Success Wealth Group team

I love our team culture. Everyone is willing to help each other because we share the same vision to assist client to achieve financial goals and lifestyle they deserve. It is like the second family to me.

In my view, what’s different about SUCCESS compared with other firms is …

We are young and proactive.

What I love about my role is …

I love my role as it gives me chances to communicate with different clients from different background and cultures with different life story. I realise that, no matter our clients are employee, sole trader or business owners, they are hardworking. I believe with our customised strategies, we can assist them to achieve their financial goals and lifestyle they deserve.

Outside of office hours …

Outside of office hours, I like to hang out with friends and enjoy coffee. I plan to take a barista course, so I can make coffee for myself and for someone I love.

Something most people don’t know about me is …

I like travel, cooking and I am a coffeeholic.

Contact

Call 03 9583 0550