Jimmy Truong – Client Services Manager

Jimmy has been working in the financial services industry since 2014 and understands the value of providing a client-first approach. Jimmy completed his Bachelor of Commerce (Finance) and Bachelor of Science (Microbiology) in 2016 at Monash University and is currently completing his Graduate Diploma of Financial Planning at Deakin University.

Jimmy’s curiosity in how and why things work ensures he is always looking for new ways to improve business efficiency and client experience.

During his spare time, Jimmy likes to cycle around Victoria and play badminton. He is also an avid Essendon supporter and enjoys attending the game.

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