Bill began working in the Financial Services Industry in 1990 and spent the next 10 years in the general banking environment. In 2000 he transitioned into Financial Planning as he had a keen interest in helping clients with their investment needs. Since then he has been helping clients achieve their financial goals as well as protecting their lifestyle, family and assets.
The areas that Bill specialises in are:
- Wealth Creation & Investment Solutions
- Retirement Planning
- Superannuation & SMSF
- Lifestyle & Asset Protection
Bill is extremely passionate about financial planning, and takes a holistic approach with each client, thereby addressing numerous client concerns & goals. Bill’s extensive experience in all areas of financial planning, as well as his education & mentoring of clients ensures he can deliver the appropriate advice the first time.