Bill has been a financial planner since 1993, providing high-quality advice to individuals and corporations. Committed to always acting in his clients' best interests, he takes a personalised approach to helping them achieve their financial goals.
He maintains strong relationships with other professionals, giving him access to a network of specialists in accounting, tax, legal, estate planning, stock broking, and lending services.
Bill enjoys spending time with his family and is a keen soccer follower.
Graduate Diploma in Applied Finance and Investment, Graduate Diploma in Financial Planning, Bachelor of Business (Economics and Finance), Ethics and Professionalism in Financial Advice, Certified Financial Planner (CFP)®
Financial Advice Association of Australia (FAAA), Senior Fellow Member of Financial Services Institute of Australasia (FINSIA)
Your adviser is based at our Sydney office
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