Bill has been working as a Financial Advisor since 2002 and is passionate that all those seeking financial advice should have the ability to live their ideal lifestyle without financial concern.
As a specialist in Retirement and Aged Care Financial Advice, his structured and disciplined approach to providing advice is designed to simplify his client’s life, give them peace of mind, and set a clear path to reach their full potential at these life milestones.
With a background in the banking and finance industry, Bill has worked with some of the biggest and most established financial institutions in Australia, including Merrill Lynch, UBS, Macquarie Bank, and NAB.
Contact Bill to find out how he can help you and your loved one transition to Aged Care.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 38
- First year providing advice 2002
- Years of experience 22
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Olive Grove Financial Advice
3 Spring StSydney, NSW 2000
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Finchley & Kent Pty Ltd
AFSL 555169