Bill has been in the financial services industry for more than 15 years and is a partner at PSK Financial Services.
He provides personalised financial advice, working closely with his clients to establish financial pathways to meet their short and long-term financial objectives.
Bill’s expertise and education enable him to advise on budgeting and goal setting, savings and wealth creation, superannuation planning (including self-managed super funds), pre-retirement and retirement planning, estate planning, Centrelink planning, risk and insurance analysis, business succession planning, salary packaging advice and gearing strategies.
He also holds strong relationships with other professionals, giving him access to a network of specialists who can offer accounting, tax, insurance, legal, estate planning, stock broking and lending services.
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