Billy Hanafi profile photo

Billy Hanafi

Journeynest

Gold
17 Yrs Experience
Wheelers Hill, VIC 3150

Billy worked in financial planning with Commonwealth Bank for 13 years where he was an Award-winning Financial Planner with an incredible work ethic and commitment to his clients. 

He worked in various locations at Commonwealth Bank including branches in the South Eastern suburbs and inner city in the Boroondara region. 

Whilst in this role, Billy received world class training and gained valuable experience advising hundreds of clients and providing solutions to a wide variety of financial planning cases. 

Billy is passionate about making a positive impact to his clients and believes that by helping them with their financial plan will them to be closer to reaching their financial goals and dreams.

Working together in one Journey to enrich lives around us and making a difference. That is what the company I have founded believes in.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees are based overall complexity. This will be determined at the initial consultation.

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Journeynest

Suite 6, 622 Ferntree Gully Rd
Wheelers Hill, VIC 3150

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892