Biographies

LEAP | Global Investment Seminar & MiFID 2 Update | October 2017

Register

Biographies

(Sorted – left to right – alphabetically by last name)

Profiles

Bill Casey

Director of Financial Advisor Services, Conexim

Bill is a CFP Professional, a QFA and an AITI Chartered Tax Advisor (CTA). Bill has worked for a number of institutions over the last 20 years in the life and pensions industry as well as the stockbroking sector. Bill’s talent lies in assisting Financial Advisors in establishing a Centralised Investment Proposition for their businesses. Bill’s main driver for establishing Conexim was to be able to provide best in class self-administered pensions options across all asset classes, whilst providing access to institutional and clean share class funds.