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
My fees
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
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Journeynest
Suite 6, 622 Ferntree Gully RdWheelers Hill, VIC 3150
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Lifespan Financial Planning
AFSL 229892