Bill has been in the financial services industry for more than 20 years. He provides personalised financial advice, working closely with clients to establish financial pathways that meet both short- and long-term objectives.
His expertise spans budgeting, 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 maintains strong relationships with other professionals, granting him access to a network of specialists in accounting, tax, insurance, legal services, estate planning, stock broking, and lending.
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Sydney, Campbelltown office
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