Our Team

Bill Fotopoulos
Partner, Private Client Adviser

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.

Accreditations
  • 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)®
Memberships
  • Financial Advice Association of Australia (FAAA)
  • Senior Fellow Member of Financial Services Institute of Australasia (FINSIA)
Connect

Your adviser is based at our Sydney office